VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,430 | -6.2% | 700 | 0.0% | 0.13% | -1.5% |
| Q2 2023 | $309,512 | +14.7% | 700 | 0.0% | 0.14% | +5.4% |
| Q1 2023 | $269,829 | +20.7% | 700 | 0.0% | 0.13% | +9.3% |
| Q4 2022 | $223,587 | +4.0% | 700 | 0.0% | 0.12% | -5.6% |
| Q3 2022 | $215,000 | -6.1% | 700 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $229,000 | -21.6% | 700 | 0.0% | 0.13% | -9.9% |
| Q1 2022 | $292,000 | -15.1% | 700 | -6.7% | 0.14% | -13.5% |
| Q4 2021 | $344,000 | +14.3% | 750 | 0.0% | 0.16% | -0.6% |
| Q3 2021 | $301,000 | +0.7% | 750 | 0.0% | 0.16% | +2.5% |
| Q2 2021 | $299,000 | -44.4% | 750 | -50.0% | 0.16% | -1.8% |
| Q1 2021 | $538,000 | +103.0% | 1,500 | +100.0% | 0.16% | +1.2% |
| Q4 2020 | $265,000 | +13.2% | 750 | 0.0% | 0.16% | -3.0% |
| Q3 2020 | $234,000 | +12.0% | 750 | 0.0% | 0.17% | 0.0% |
| Q2 2020 | $209,000 | – | 750 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co LLC | 236,814 | $21,204,000 | 9.87% |
| Beacon Capital Management, Inc. | 263,794 | $23,620,000 | 7.06% |
| WBH ADVISORY INC | 372,770 | $33,376,000 | 6.74% |
| Annex Advisory Services, LLC | 191,214 | $17,121,000 | 6.57% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 438,513 | $39,264,000 | 5.71% |
| Stearns Financial Services Group | 147,158 | $13,176,000 | 5.12% |
| TRUST CO OF OKLAHOMA | 81,281 | $7,277,901,000 | 4.87% |
| iAB Financial Bank | 48,185 | $4,314,000 | 3.76% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 213,615 | $19,127,000 | 3.34% |
| TOWER TRUST Co | 60,547 | $5,421,000 | 3.28% |