NORTHSTAR ASSET MANAGEMENT Co LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 533 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
NORTHSTAR ASSET MANAGEMENT Co LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$470,014
-0.5%
2,3150.0%0.11%
-1.7%
Q1 2024$472,584
+17.6%
2,315
+10.0%
0.12%
+9.4%
Q4 2023$401,971
+4.5%
2,1050.0%0.11%
-4.5%
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 Q1 2023
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders