WHITTIER TRUST CO - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 384 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.

Quarter-by-quarter ownership
WHITTIER TRUST CO ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,470,642
+7.6%
4,285
-2.1%
0.04%
+6.1%
Q1 2024$2,295,513
+8.3%
4,3780.0%0.03%
-2.9%
Q4 2023$2,118,952
+16.3%
4,378
-0.3%
0.03%
+6.2%
Q3 2023$1,822,194
-6.2%
4,3920.0%0.03%
-5.9%
Q2 2023$1,941,920
+12.3%
4,392
-2.1%
0.03%
+9.7%
Q1 2023$1,728,786
+22.0%
4,485
+1.1%
0.03%
+10.7%
Q4 2022$1,416,858
+5.3%
4,436
+1.3%
0.03%0.0%
Q3 2022$1,346,000
-18.5%
4,378
-13.4%
0.03%
-15.2%
Q2 2022$1,651,000
-22.7%
5,057
-1.5%
0.03%
-8.3%
Q1 2022$2,137,000
-10.8%
5,132
-1.9%
0.04%
-7.7%
Q4 2021$2,396,000
+14.3%
5,229
+0.1%
0.04%
+2.6%
Q3 2021$2,097,000
-13.0%
5,225
-13.5%
0.04%
-11.6%
Q2 2021$2,409,000
+11.3%
6,041
+0.0%
0.04%
+2.4%
Q1 2021$2,165,000
+13.4%
6,039
+11.8%
0.04%
+2.4%
Q4 2020$1,910,000
+13.6%
5,4000.0%0.04%
+2.5%
Q3 2020$1,682,000
+11.8%
5,4000.0%0.04%
-4.8%
Q2 2020$1,505,000
+25.5%
5,400
-4.6%
0.04%
+7.7%
Q1 2020$1,199,000
-18.2%
5,658
-5.4%
0.04%
+2.6%
Q4 2019$1,465,000
+13.9%
5,984
+0.3%
0.04%
+2.7%
Q3 2019$1,286,000
+2.2%
5,9650.0%0.04%0.0%
Q2 2019$1,258,000
+5.1%
5,9650.0%0.04%0.0%
Q1 2019$1,197,000
+20.7%
5,965
+0.3%
0.04%
+8.8%
Q4 2018$992,000
-17.5%
5,949
+0.2%
0.03%
-10.5%
Q3 2018$1,203,000
+35.6%
5,939
+21.5%
0.04%
+31.0%
Q2 2018$887,000
+6.1%
4,8890.0%0.03%
+3.6%
Q1 2018$836,000
+37.5%
4,889
+32.5%
0.03%
+33.3%
Q4 2017$608,000
+8.4%
3,6890.0%0.02%
+5.0%
Q3 2017$561,000
+7.9%
3,6890.0%0.02%0.0%
Q2 2017$520,000
+4.0%
3,6890.0%0.02%0.0%
Q1 2017$500,000
+11.6%
3,6890.0%0.02%
+5.3%
Q4 2016$448,000
+0.9%
3,6890.0%0.02%0.0%
Q3 2016$444,000
+12.4%
3,6890.0%0.02%
+11.8%
Q2 2016$395,000
-2.2%
3,6890.0%0.02%
-5.6%
Q1 2016$404,000
-60.7%
3,689
-61.2%
0.02%
-61.7%
Q4 2015$1,029,000
+178.9%
9,506
+157.7%
0.05%
+161.1%
Q3 2015$369,000
+64.7%
3,689
+74.8%
0.02%
+80.0%
Q2 2015$224,000
+49.3%
2,110
+49.6%
0.01%
+42.9%
Q1 2015$150,000
+2.0%
1,4100.0%0.01%0.0%
Q4 2014$147,000
+4.3%
1,4100.0%0.01%0.0%
Q3 2014$141,000
+3.7%
1,4100.0%0.01%0.0%
Q2 2014$136,000
+5.4%
1,4100.0%0.01%0.0%
Q1 2014$129,000
+2.4%
1,4100.0%0.01%
+16.7%
Q4 2013$126,000
+10.5%
1,4100.0%0.01%0.0%
Q3 2013$114,000
+5.6%
1,410
-3.4%
0.01%0.0%
Q2 2013$108,0001,4600.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2017
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders