NORTH STAR ASSET MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$364,697
-6.2%
8790.0%0.02%0.0%
Q2 2023$388,659
+14.7%
8790.0%0.02%
+5.0%
Q1 2023$338,828
+20.7%
8790.0%0.02%
+17.6%
Q4 2022$280,761
+13.7%
879
+9.3%
0.02%0.0%
Q3 2022$247,000
-14.8%
804
-9.5%
0.02%
-10.5%
Q2 2022$290,000
-25.4%
888
-4.9%
0.02%
-9.5%
Q1 2022$389,000
+0.8%
934
+10.8%
0.02%
+10.5%
Q4 2021$386,000
-2.0%
843
-14.2%
0.02%
-13.6%
Q3 2021$394,000
+15.2%
983
+14.6%
0.02%
+15.8%
Q2 2021$342,000
+7.9%
858
-2.8%
0.02%0.0%
Q1 2021$317,000
+8.9%
883
+7.3%
0.02%
+5.6%
Q4 2020$291,000
+32.9%
823
+16.9%
0.02%
+12.5%
Q3 2020$219,0007040.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders