VERITY Wealth Advisors - VANGUARD WORLD FDS ownership

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
VERITY Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$382,360
+16.7%
7900.0%0.33%
+6.8%
Q3 2023$327,771
-6.2%
7900.0%0.31%
-1.9%
Q2 2023$349,306
+14.7%
7900.0%0.31%
+11.3%
Q1 2023$304,521
+20.7%
7900.0%0.28%
+13.7%
Q4 2022$252,334
+3.8%
7900.0%0.25%
-0.4%
Q3 2022$243,000
-5.8%
7900.0%0.25%
-0.8%
Q2 2022$258,000
-21.6%
7900.0%0.25%
-13.7%
Q1 2022$329,000
-9.1%
7900.0%0.29%
-3.3%
Q4 2021$362,000
+14.2%
7900.0%0.30%
+6.4%
Q3 2021$317,000
+0.6%
7900.0%0.28%
-1.0%
Q2 2021$315,000
+11.3%
7900.0%0.29%
+13.9%
Q1 2021$283,000
+1.4%
7900.0%0.25%
-1.2%
Q4 2020$279,000
+13.4%
7900.0%0.25%
+1.2%
Q3 2020$246,000
+11.8%
7900.0%0.25%
+6.8%
Q2 2020$220,0007900.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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