VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,021 | +4.4% | 1,181 | +11.3% | 0.14% | +6.7% |
| Q2 2023 | $469,154 | +18.3% | 1,061 | +0.7% | 0.13% | +4.7% |
| Q1 2023 | $396,566 | +19.0% | 1,054 | +1.1% | 0.13% | +4.9% |
| Q4 2022 | $333,157 | +3.5% | 1,043 | -0.6% | 0.12% | 0.0% |
| Q3 2022 | $322,000 | -5.3% | 1,049 | +0.6% | 0.12% | +1.7% |
| Q2 2022 | $340,000 | -21.8% | 1,043 | -0.3% | 0.12% | -4.8% |
| Q1 2022 | $435,000 | -6.7% | 1,046 | +2.8% | 0.13% | -2.3% |
| Q4 2021 | $466,000 | +19.5% | 1,018 | +4.7% | 0.13% | +8.4% |
| Q3 2021 | $390,000 | +0.8% | 972 | +0.1% | 0.12% | 0.0% |
| Q2 2021 | $387,000 | +11.5% | 971 | +0.2% | 0.12% | 0.0% |
| Q1 2021 | $347,000 | +1.8% | 969 | +0.4% | 0.12% | -2.5% |
| Q4 2020 | $341,000 | +15.2% | 965 | +1.4% | 0.12% | +1.7% |
| Q3 2020 | $296,000 | +33.9% | 952 | +20.1% | 0.12% | +22.4% |
| Q2 2020 | $221,000 | – | 793 | – | 0.10% | – |
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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% |