VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $253,089 | -6.3% | 610 | 0.0% | 0.03% | -2.9% |
Q2 2023 | $270,241 | +14.9% | 610 | 0.0% | 0.04% | -7.9% |
Q1 2023 | $235,137 | -15.7% | 610 | 0.0% | 0.04% | -34.5% |
Q4 2021 | $279,000 | +13.9% | 610 | 0.0% | 0.06% | -1.7% |
Q3 2021 | $245,000 | +0.8% | 610 | 0.0% | 0.06% | +1.7% |
Q2 2021 | $243,000 | +11.0% | 610 | 0.0% | 0.06% | -3.3% |
Q1 2021 | $219,000 | +1.4% | 610 | 0.0% | 0.06% | +1.7% |
Q4 2020 | $216,000 | +6.9% | 610 | -36.5% | 0.06% | -15.7% |
Q2 2019 | $202,000 | +0.5% | 960 | -4.4% | 0.07% | +4.5% |
Q1 2019 | $201,000 | +1.0% | 1,004 | -15.6% | 0.07% | -15.2% |
Q4 2018 | $199,000 | +895.0% | 1,190 | +1090.0% | 0.08% | +887.5% |
Q3 2018 | $20,000 | +11.1% | 100 | 0.0% | 0.01% | +14.3% |
Q2 2018 | $18,000 | -61.7% | 100 | -64.8% | 0.01% | -65.0% |
Q1 2018 | $47,000 | +176.5% | 284 | +184.0% | 0.02% | +185.7% |
Q4 2017 | $17,000 | -48.5% | 100 | -53.7% | 0.01% | -53.3% |
Q3 2017 | $33,000 | +10.0% | 216 | 0.0% | 0.02% | -6.2% |
Q2 2017 | $30,000 | +3.4% | 216 | 0.0% | 0.02% | +6.7% |
Q1 2017 | $29,000 | – | 216 | – | 0.02% | – |
Download |
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% |