NORTHSTAR ASSET MANAGEMENT Co LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NORTHSTAR ASSET MANAGEMENT Co LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,881,680
-0.3%
27,395
+0.7%
0.83%
+4.4%
Q2 2023$2,891,100
+9.2%
27,195
-0.7%
0.80%
+2.2%
Q1 2023$2,648,275
+14.8%
27,395
-2.3%
0.78%
+6.9%
Q4 2022$2,306,289
-5.3%
28,040
-5.2%
0.73%
-10.3%
Q3 2022$2,435,000
-12.3%
29,565
+0.1%
0.81%
-6.5%
Q2 2022$2,778,000
-22.8%
29,540
-1.5%
0.87%
-5.8%
Q1 2022$3,600,000
-11.2%
29,990
+0.3%
0.92%
-3.3%
Q4 2021$4,052,000
-0.9%
29,890
+2.9%
0.95%
-11.2%
Q3 2021$4,090,000
-0.3%
29,050
+1.9%
1.07%
-0.6%
Q2 2021$4,101,000
+12.0%
28,520
+1.3%
1.08%
+3.5%
Q1 2021$3,661,000
+9.2%
28,160
+0.9%
1.04%
+9.3%
Q4 2020$3,354,000
+21.1%
27,905
+2.6%
0.95%
+7.8%
Q3 2020$2,770,000
+210.9%
27,190
+184.0%
0.88%
+177.1%
Q2 2020$891,000
+41.4%
9,575
+15.7%
0.32%
+10.4%
Q1 2020$630,000
+9.0%
8,275
+34.6%
0.29%
+32.6%
Q4 2019$578,000
+10.1%
6,150
+1.7%
0.22%
+6.9%
Q3 2019$525,000
+47.9%
6,050
+47.6%
0.20%
+45.7%
Q2 2019$355,000
+33.0%
4,100
+28.1%
0.14%
+28.4%
Q1 2019$267,0003,2000.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders