NORTHSTAR ASSET MANAGEMENT Co LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
NORTHSTAR ASSET MANAGEMENT Co LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$467,952
-5.1%
2,4000.0%0.14%
-0.7%
Q2 2023$493,272
+7.9%
2,4000.0%0.14%
+1.5%
Q1 2023$457,224
+4.3%
2,4000.0%0.13%
-2.9%
Q4 2022$438,336
+17.2%
2,400
+1.1%
0.14%
+10.4%
Q3 2022$374,000
+3.0%
2,375
+6.7%
0.12%
+10.6%
Q2 2022$363,000
-7.9%
2,225
+9.9%
0.11%
+11.9%
Q1 2022$394,000
+14.2%
2,025
+19.1%
0.10%
+24.7%
Q4 2021$345,000
+28.7%
1,700
+19.3%
0.08%
+15.7%
Q3 2021$268,000
+13.6%
1,425
+18.8%
0.07%
+12.9%
Q2 2021$236,0001,2000.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders