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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $683,519 | +21.9% | 1,644 | +29.7% | 0.11% | +32.5% |
| Q2 2023 | $560,687 | +94.4% | 1,268 | +69.5% | 0.08% | +56.6% |
| Q1 2023 | $288,356 | +20.9% | 748 | +0.1% | 0.05% | +20.5% |
| Q4 2022 | $238,577 | +4.2% | 747 | +0.4% | 0.04% | -13.7% |
| Q3 2022 | $229,000 | -5.8% | 744 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $243,000 | -21.4% | 744 | +0.1% | 0.05% | -15.0% |
| Q1 2022 | $309,000 | -9.1% | 743 | +0.1% | 0.06% | -52.0% |
| Q4 2021 | $340,000 | +14.1% | 742 | +0.3% | 0.12% | +5.0% |
| Q3 2021 | $298,000 | +1.0% | 740 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $295,000 | +11.3% | 740 | +0.3% | 0.12% | +2.6% |
| Q1 2021 | $265,000 | +1.5% | 738 | 0.0% | 0.12% | -20.9% |
| Q4 2020 | $261,000 | +13.5% | 738 | +0.1% | 0.15% | -2.6% |
| Q3 2020 | $230,000 | +12.2% | 737 | +0.1% | 0.15% | -6.7% |
| Q2 2020 | $205,000 | +49.6% | 736 | +13.2% | 0.16% | +75.3% |
| Q2 2019 | $137,000 | +5.4% | 650 | +0.2% | 0.09% | +121.4% |
| Q1 2019 | $130,000 | – | 649 | – | 0.04% | – |
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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% |