NORTHSTAR ASSET MANAGEMENT Co LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
NORTHSTAR ASSET MANAGEMENT Co LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$384,520
-6.1%
2,1050.0%0.11%
-1.8%
Q2 2023$409,317
+0.5%
2,1050.0%0.11%
-5.8%
Q1 2023$407,360
+1.0%
2,1050.0%0.12%
-5.5%
Q4 2022$403,255
+11.4%
2,1050.0%0.13%
+5.0%
Q3 2022$362,000
-2.7%
2,105
+5.0%
0.12%
+4.3%
Q2 2022$372,000
-2.9%
2,005
+2.6%
0.12%
+18.4%
Q1 2022$383,000
+9.4%
1,955
+11.7%
0.10%
+19.5%
Q4 2021$350,000
+42.3%
1,750
+27.3%
0.08%
+26.2%
Q3 2021$246,000
+17.1%
1,375
+19.6%
0.06%
+18.2%
Q2 2021$210,0001,1500.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders