Heritage Trust Co - VANGUARD WORLD FDS ownership

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
Heritage Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$223,000
-20.4%
536
-12.3%
0.03%
-11.1%
Q4 2021$280,000
+14.3%
6110.0%0.04%
+5.9%
Q3 2021$245,000
+0.4%
6110.0%0.03%
-2.9%
Q2 2021$244,000
+11.4%
6110.0%0.04%
+6.1%
Q1 2021$219,000
-7.6%
611
-8.8%
0.03%
-13.2%
Q4 2020$237,000
+13.4%
6700.0%0.04%
-2.6%
Q3 2020$209,000
+2.5%
670
-19.7%
0.04%
-4.9%
Q4 2019$204,000
+39.7%
834
-4.5%
0.04%
-31.7%
Q4 2018$146,000
-18.9%
873
-2.0%
0.06%
-7.7%
Q3 2018$180,000
+11.1%
8910.0%0.06%
+6.6%
Q2 2018$162,000
+11.0%
891
+4.5%
0.06%
+10.9%
Q1 2018$146,000
+17.7%
853
+13.7%
0.06%
+22.2%
Q4 2017$124,000
+1.6%
750
-6.2%
0.04%0.0%
Q3 2017$122,000
+79.4%
800
+64.9%
0.04%
+73.1%
Q2 2017$68,000
-23.6%
485
-26.4%
0.03%
-23.5%
Q1 2017$89,0006590.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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