Mokosak Advisory Group, LLC - VANGUARD WORLD FDS ownership

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
Mokosak Advisory Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$20,270,381
-7.5%
48,799
-1.4%
8.24%
-4.8%
Q2 2023$21,902,593
+12.8%
49,483
-1.7%
8.66%
+4.7%
Q1 2023$19,417,349
+26.6%
50,320
+5.5%
8.27%
+20.5%
Q4 2022$15,340,110
+7.8%
47,717
+3.3%
6.86%
-2.0%
Q3 2022$14,226,000
-6.0%
46,200
-0.1%
7.00%
-3.0%
Q2 2022$15,130,000
-13.6%
46,256
+10.1%
7.22%
+1.7%
Q1 2022$17,512,000
-12.7%
42,004
-4.0%
7.10%
-7.7%
Q4 2021$20,052,000
+14.2%
43,766
+0.1%
7.69%
+5.6%
Q3 2021$17,557,000
+3.0%
43,719
+2.3%
7.28%
+1.7%
Q2 2021$17,048,000
+12.3%
42,745
+1.1%
7.16%
+5.2%
Q1 2021$15,185,000
-6.0%
42,282
-7.2%
6.81%
-11.8%
Q4 2020$16,151,000
+15.2%
45,577
+1.5%
7.72%
-3.7%
Q3 2020$14,026,000
+9.5%
44,911
-2.0%
8.02%
+2.5%
Q2 2020$12,806,000
+32.0%
45,826
+0.1%
7.82%
+8.0%
Q1 2020$9,698,000
+981.2%
45,799
+1151.3%
7.24%
+1235.4%
Q4 2019$897,0003,6600.54%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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