ACG Wealth - VANGUARD WORLD FDS ownership

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
ACG Wealth ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$16,000
-99.3%
50
-99.0%
0.00%
-99.1%
Q4 2021$2,302,000
+8.5%
5,025
-4.9%
0.33%
+17.2%
Q3 2021$2,121,000
+0.5%
5,285
-0.2%
0.28%
+4.1%
Q2 2021$2,111,000
+113.2%
5,293
+91.7%
0.27%
+104.6%
Q1 2021$990,000
+223.5%
2,761
+219.2%
0.13%
+211.9%
Q4 2020$306,000
+21.9%
865
+7.5%
0.04%
+10.5%
Q3 2020$251,000
+12.1%
8050.0%0.04%
+2.7%
Q2 2020$224,000
+5.7%
805
-6.8%
0.04%
+15.6%
Q4 2019$212,000
-7.4%
864
-37.1%
0.03%
-8.6%
Q4 2018$229,000
-60.8%
1,373
-52.4%
0.04%
-54.5%
Q3 2018$584,000
+13.4%
2,883
+1.6%
0.08%
-1.3%
Q2 2018$515,000
+6.2%
2,8380.0%0.08%
+6.8%
Q1 2018$485,000
+3.9%
2,838
+0.1%
0.07%
+5.8%
Q4 2017$467,000
+8.6%
2,835
+0.3%
0.07%
-8.0%
Q3 2017$430,000
+3.4%
2,827
-4.3%
0.08%
+10.3%
Q2 2017$416,000
+96.2%
2,953
+89.1%
0.07%
+74.4%
Q1 2017$212,0001,5620.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders