VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $401,702 | -6.2% | 968 | 0.0% | 0.03% | -8.8% |
Q2 2023 | $428,095 | +14.7% | 968 | 0.0% | 0.03% | +9.7% |
Q1 2023 | $373,208 | +32.7% | 968 | +10.0% | 0.03% | +24.0% |
Q4 2022 | $281,141 | +3.7% | 880 | 0.0% | 0.02% | -10.7% |
Q3 2022 | $271,000 | -11.7% | 880 | -6.3% | 0.03% | -6.7% |
Q2 2022 | $307,000 | -16.3% | 939 | +6.7% | 0.03% | -9.1% |
Q1 2022 | $367,000 | -8.9% | 880 | 0.0% | 0.03% | -8.3% |
Q4 2021 | $403,000 | +15.5% | 880 | 0.0% | 0.04% | -14.3% |
Q3 2021 | $349,000 | -0.6% | 880 | 0.0% | 0.04% | +23.5% |
Q2 2021 | $351,000 | +10.7% | 880 | -0.3% | 0.03% | +6.2% |
Q1 2021 | $317,000 | +1.6% | 883 | 0.0% | 0.03% | -5.9% |
Q4 2020 | $312,000 | +13.5% | 883 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $275,000 | +11.8% | 883 | 0.0% | 0.03% | +6.2% |
Q2 2020 | $246,000 | +31.6% | 883 | 0.0% | 0.03% | +10.3% |
Q1 2020 | $187,000 | -13.4% | 883 | 0.0% | 0.03% | -3.3% |
Q4 2019 | $216,000 | +13.7% | 883 | 0.0% | 0.03% | +11.1% |
Q3 2019 | $190,000 | – | 883 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NORTHSTAR ASSET MANAGEMENT Co LLC | 236,814 | $21,204,000 | 9.87% |
Beacon Capital Management, Inc. | 263,794 | $23,620,000 | 7.06% |
WBH ADVISORY INC | 372,770 | $33,376,000 | 6.74% |
Annex Advisory Services, LLC | 191,214 | $17,121,000 | 6.57% |
BINGHAM OSBORN & SCARBOROUGH LLC | 438,513 | $39,264,000 | 5.71% |
Stearns Financial Services Group | 147,158 | $13,176,000 | 5.12% |
TRUST CO OF OKLAHOMA | 81,281 | $7,277,901,000 | 4.87% |
iAB Financial Bank | 48,185 | $4,314,000 | 3.76% |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 213,615 | $19,127,000 | 3.34% |
TOWER TRUST Co | 60,547 | $5,421,000 | 3.28% |