NewEdge Advisors, LLC - VANGUARD WORLD FDS ownership

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
NewEdge Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$23,247,654
-1.9%
56,032
+4.6%
0.26%
-4.9%
Q2 2023$23,697,049
+14.9%
53,593
+0.1%
0.27%
+3.9%
Q1 2023$20,616,598
+14.4%
53,545
-7.7%
0.26%
-46.9%
Q4 2022$18,022,563
+73.6%
58,032
+71.9%
0.49%
+184.2%
Q3 2022$10,379,000
+262.8%
33,768
+285.3%
0.17%
+263.8%
Q2 2022$2,861,000
-24.2%
8,763
+6.4%
0.05%
-17.5%
Q4 2021$3,773,000
+354.6%
8,236
+298.1%
0.06%
+171.4%
Q3 2021$830,000
+6.4%
2,069
+5.7%
0.02%0.0%
Q2 2021$780,000
-41.7%
1,957
-47.6%
0.02%
-47.5%
Q1 2021$1,338,000
-5.5%
3,734
-6.7%
0.04%
-13.0%
Q4 2020$1,416,000
-36.2%
4,003
-43.9%
0.05%
-40.3%
Q3 2020$2,221,000
+92.8%
7,131
+72.6%
0.08%
+71.1%
Q2 2020$1,152,000
+158.9%
4,131
+96.5%
0.04%
+114.3%
Q1 2020$445,000
-48.3%
2,102
-40.3%
0.02%
-38.2%
Q4 2019$861,000
+14.0%
3,519
+0.5%
0.03%0.0%
Q3 2019$755,000
+10.5%
3,500
+8.1%
0.03%
-19.0%
Q2 2019$683,000
-25.7%
3,237
-29.3%
0.04%
-28.8%
Q1 2019$919,000
+19.5%
4,580
-0.7%
0.06%
+18.0%
Q4 2018$769,000
-11.4%
4,612
+7.7%
0.05%
-25.4%
Q3 2018$868,000
+177.3%
4,284
+150.7%
0.07%
+131.0%
Q2 2018$313,000
+11.0%
1,709
+1.3%
0.03%
-9.4%
Q1 2018$282,000
-30.9%
1,687
-28.7%
0.03%
-41.8%
Q4 2017$408,000
+15.6%
2,367
+4.1%
0.06%0.0%
Q3 2017$353,000
-99.0%
2,274
+835.8%
0.06%
+816.7%
Q2 2017$34,678,0002430.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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