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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,158 | -6.2% | 1,420 | 0.0% | 0.13% | -4.3% |
| Q2 2023 | $627,868 | +14.7% | 1,420 | 0.0% | 0.14% | +8.5% |
| Q1 2023 | $547,368 | +20.7% | 1,420 | 0.0% | 0.13% | +9.3% |
| Q4 2022 | $453,562 | +4.0% | 1,420 | 0.0% | 0.12% | +0.9% |
| Q3 2022 | $436,000 | -6.0% | 1,420 | 0.0% | 0.12% | +8.3% |
| Q2 2022 | $464,000 | -21.5% | 1,420 | 0.0% | 0.11% | -10.7% |
| Q1 2022 | $591,000 | -14.6% | 1,420 | -6.0% | 0.12% | -14.2% |
| Q4 2021 | $692,000 | +21.4% | 1,510 | +6.3% | 0.14% | +13.7% |
| Q3 2021 | $570,000 | +0.7% | 1,420 | 0.0% | 0.12% | -3.1% |
| Q2 2021 | $566,000 | +7.4% | 1,420 | -3.4% | 0.13% | 0.0% |
| Q1 2021 | $527,000 | +1.3% | 1,470 | 0.0% | 0.13% | -2.3% |
| Q4 2020 | $520,000 | +13.5% | 1,470 | 0.0% | 0.13% | +1.6% |
| Q3 2020 | $458,000 | +11.7% | 1,470 | 0.0% | 0.13% | 0.0% |
| Q2 2020 | $410,000 | – | 1,470 | – | 0.13% | – |
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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% |