NWAM LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
NWAM LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,317,536
-5.2%
3,175
+1.1%
0.13%
+17.5%
Q2 2023$1,389,430
+22.9%
3,142
+7.2%
0.11%
-0.9%
Q1 2023$1,130,340
+6.4%
2,932
-11.8%
0.12%
+22.3%
Q4 2022$1,062,081
+13.3%
3,325
+9.1%
0.09%
+5.6%
Q3 2022$937,000
-18.0%
3,047
-11.5%
0.09%
-16.0%
Q2 2022$1,142,000
-10.1%
3,443
+12.9%
0.11%
+8.2%
Q1 2022$1,270,000
-69.3%
3,049
-66.2%
0.10%
-70.0%
Q4 2021$4,138,000
+13.2%
9,032
-0.9%
0.33%
-1.5%
Q3 2021$3,657,000
+28.4%
9,113
+27.6%
0.33%
+25.8%
Q2 2021$2,848,000
+448.7%
7,142
+393.2%
0.26%
+407.7%
Q1 2021$519,000
+74.2%
1,448
+72.0%
0.05%
+52.9%
Q4 2020$298,000
+30.1%
842
+2.4%
0.03%
+6.2%
Q2 2020$229,0008220.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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