CRA Financial Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
CRA Financial Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,048,452
-6.2%
2,5270.0%0.29%
-4.3%
Q2 2023$1,117,338
+14.7%
2,5270.0%0.30%
+4.5%
Q1 2023$974,083
+20.7%
2,5270.0%0.29%
+9.5%
Q4 2022$807,149
+3.9%
2,5270.0%0.26%
-5.7%
Q3 2022$777,000
-5.8%
2,5270.0%0.28%
-1.1%
Q2 2022$825,000
-21.3%
2,527
+0.4%
0.28%
-10.2%
Q1 2022$1,048,000
-9.3%
2,516
-0.2%
0.32%
-8.2%
Q4 2021$1,155,000
+19.2%
2,520
+4.3%
0.34%
+4.6%
Q3 2021$969,000
+0.6%
2,4150.0%0.33%
-2.1%
Q2 2021$963,000
+11.2%
2,4150.0%0.34%0.0%
Q1 2021$866,000
+1.4%
2,4150.0%0.34%
-6.7%
Q4 2020$854,000
+13.6%
2,4150.0%0.36%0.0%
Q3 2020$752,000
+11.7%
2,4150.0%0.36%
+1.1%
Q2 2020$673,000
+27.5%
2,415
-3.1%
0.36%
+5.0%
Q1 2020$528,000
-13.4%
2,4930.0%0.34%
+1.5%
Q4 2019$610,000
+25.5%
2,493
+10.7%
0.33%
+13.3%
Q3 2019$486,000
+2.3%
2,2530.0%0.29%
+3.2%
Q2 2019$475,000
+5.1%
2,2530.0%0.28%
-3.4%
Q1 2019$452,000
+20.2%
2,2530.0%0.30%
+8.9%
Q4 2018$376,0002,2530.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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