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 | $209,216 | -6.1% | 504 | 0.0% | 0.03% | -3.6% |
| Q2 2023 | $222,781 | +528.2% | 504 | +447.8% | 0.03% | +460.0% |
| Q1 2023 | $35,463 | -15.9% | 92 | -30.3% | 0.01% | 0.0% |
| Q4 2022 | $42,163 | +50.6% | 132 | +43.5% | 0.01% | +25.0% |
| Q3 2022 | $28,000 | -6.7% | 92 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $30,000 | -21.1% | 92 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $38,000 | -17.4% | 92 | -8.0% | 0.01% | 0.0% |
| Q4 2021 | $46,000 | +15.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $40,000 | +11.1% | 100 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $36,000 | +2.9% | 100 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $35,000 | +12.9% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $31,000 | +10.7% | 100 | -2.9% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +33.3% | 103 | +1.0% | 0.01% | +16.7% |
| Q1 2020 | $21,000 | -4.5% | 102 | -28.7% | 0.01% | -53.8% |
| Q3 2017 | $22,000 | – | 143 | – | 0.01% | – |
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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% |