VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $809,510 | -4.7% | 1,951 | +1.6% | 0.20% | -4.9% |
Q2 2023 | $849,365 | +39.2% | 1,921 | +19.4% | 0.20% | +27.3% |
Q1 2023 | $610,289 | +26.3% | 1,609 | +6.3% | 0.16% | +25.8% |
Q4 2022 | $483,354 | +12.9% | 1,513 | +8.7% | 0.13% | +0.8% |
Q3 2022 | $428,000 | -15.4% | 1,392 | +1.8% | 0.13% | -1.6% |
Q2 2022 | $506,000 | +25.2% | 1,367 | +41.1% | 0.13% | +33.0% |
Q1 2022 | $404,000 | -1.0% | 969 | +8.9% | 0.10% | -17.1% |
Q4 2021 | $408,000 | +17.2% | 890 | +2.7% | 0.12% | +2.6% |
Q3 2021 | $348,000 | +23.8% | 867 | +23.2% | 0.11% | +21.3% |
Q2 2021 | $281,000 | +11.5% | 704 | +0.1% | 0.09% | -2.1% |
Q1 2021 | $252,000 | +306.5% | 703 | +105.6% | 0.10% | +118.2% |
Q2 2018 | $62,000 | – | 342 | – | 0.04% | – |
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% |