NORTHSTAR ASSET MANAGEMENT Co LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 333 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders