VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,590 | -9.8% | 751 | -3.8% | 0.29% | -4.0% |
Q2 2023 | $345,327 | +13.5% | 781 | -1.0% | 0.30% | +17.7% |
Q1 2023 | $304,136 | +18.0% | 789 | -2.2% | 0.25% | +20.4% |
Q4 2022 | $257,764 | +8.8% | 807 | +4.3% | 0.21% | +25.6% |
Q3 2022 | $237,000 | -24.5% | 774 | +2.4% | 0.17% | -1.8% |
Q1 2022 | $314,000 | -7.6% | 756 | +1.6% | 0.17% | -4.5% |
Q4 2021 | $340,000 | +18.1% | 744 | +3.6% | 0.18% | +11.2% |
Q3 2021 | $288,000 | +0.7% | 718 | 0.0% | 0.16% | +2.5% |
Q2 2021 | $286,000 | +16.3% | 718 | +4.4% | 0.16% | +9.0% |
Q1 2021 | $246,000 | +10.3% | 688 | +8.7% | 0.14% | +3.6% |
Q4 2020 | $223,000 | +395.6% | 633 | +242.2% | 0.14% | +265.8% |
Q4 2019 | $45,000 | – | 185 | – | 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% |