VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,000 | -6.2% | 1,651 | 0.0% | 0.14% | -4.2% |
| Q2 2023 | $730,006 | -11.3% | 1,651 | -22.7% | 0.14% | -19.3% |
| Q1 2023 | $823,374 | +12.1% | 2,136 | -7.1% | 0.18% | +5.4% |
| Q4 2022 | $734,328 | +10.4% | 2,299 | +6.2% | 0.17% | +9.9% |
| Q3 2022 | $665,000 | +14.3% | 2,164 | +21.5% | 0.15% | +17.8% |
| Q2 2022 | $582,000 | -22.3% | 1,781 | -0.9% | 0.13% | -5.1% |
| Q1 2022 | $749,000 | +86.3% | 1,798 | +104.8% | 0.14% | +91.5% |
| Q4 2021 | $402,000 | +45.1% | 878 | +27.1% | 0.07% | +34.0% |
| Q3 2021 | $277,000 | – | 691 | – | 0.05% | – |
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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% |