VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 583 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $556,079 | -4.0% | 1,311 | +0.1% | 0.08% | -2.6% |
Q2 2023 | $579,309 | +14.7% | 1,310 | 0.0% | 0.08% | 0.0% |
Q1 2023 | $505,035 | +34.0% | 1,310 | +6.9% | 0.08% | +23.8% |
Q3 2022 | $377,000 | -5.8% | 1,226 | 0.0% | 0.06% | +3.3% |
Q2 2022 | $400,000 | -21.6% | 1,226 | +0.1% | 0.06% | -14.1% |
Q1 2022 | $510,000 | -9.1% | 1,225 | 0.0% | 0.07% | -11.2% |
Q4 2021 | $561,000 | +14.3% | 1,225 | +0.1% | 0.08% | +2.6% |
Q3 2021 | $491,000 | -28.7% | 1,224 | -29.1% | 0.08% | -29.1% |
Q2 2021 | $689,000 | +11.3% | 1,727 | 0.0% | 0.11% | +3.8% |
Q1 2021 | $619,000 | +1.3% | 1,727 | 0.0% | 0.11% | -7.0% |
Q4 2020 | $611,000 | +5.2% | 1,727 | -7.4% | 0.11% | -11.6% |
Q3 2020 | $581,000 | +11.7% | 1,865 | 0.0% | 0.13% | +5.7% |
Q2 2020 | $520,000 | +31.6% | 1,865 | 0.0% | 0.12% | +15.1% |
Q1 2020 | $395,000 | -13.4% | 1,865 | +0.1% | 0.11% | +10.4% |
Q4 2019 | $456,000 | +9.4% | 1,864 | +0.1% | 0.10% | +4.3% |
Q3 2019 | $417,000 | +6.1% | 1,863 | 0.0% | 0.09% | 0.0% |
Q2 2019 | $393,000 | +5.1% | 1,863 | +0.1% | 0.09% | -1.1% |
Q1 2019 | $374,000 | +20.3% | 1,862 | 0.0% | 0.09% | +2.2% |
Q4 2018 | $311,000 | – | 1,862 | – | 0.09% | – |
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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% |