VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,877 | -1.6% | 730 | +4.9% | 0.03% | -3.1% |
| Q2 2023 | $307,743 | +14.7% | 696 | 0.0% | 0.03% | +10.3% |
| Q1 2023 | $268,287 | +20.7% | 696 | 0.0% | 0.03% | +16.0% |
| Q4 2022 | $222,309 | +5.9% | 696 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $210,000 | -8.7% | 696 | -1.0% | 0.02% | -7.4% |
| Q2 2022 | $230,000 | -21.5% | 703 | 0.0% | 0.03% | -6.9% |
| Q1 2022 | $293,000 | -9.0% | 703 | 0.0% | 0.03% | -6.5% |
| Q4 2021 | $322,000 | +43.8% | 703 | +26.2% | 0.03% | +24.0% |
| Q3 2021 | $224,000 | +0.9% | 557 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $222,000 | – | 557 | – | 0.02% | – |
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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% |