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 | $353,269 | -7.1% | 851 | -1.0% | 0.09% | -4.3% |
Q2 2023 | $380,417 | +14.7% | 860 | 0.0% | 0.09% | +10.8% |
Q1 2023 | $331,643 | +20.8% | 860 | +0.1% | 0.08% | +16.9% |
Q4 2022 | $274,515 | +0.9% | 859 | -2.8% | 0.07% | -7.8% |
Q3 2022 | $272,000 | -5.9% | 884 | 0.0% | 0.08% | 0.0% |
Q2 2022 | $289,000 | -21.5% | 884 | +0.1% | 0.08% | -9.4% |
Q1 2022 | $368,000 | -10.5% | 883 | -1.7% | 0.08% | -15.0% |
Q4 2021 | $411,000 | +14.2% | 898 | +0.2% | 0.10% | 0.0% |
Q3 2021 | $360,000 | +0.8% | 896 | 0.0% | 0.10% | -1.0% |
Q2 2021 | $357,000 | +11.2% | 896 | +0.1% | 0.10% | -5.6% |
Q1 2021 | $321,000 | +1.3% | 895 | 0.0% | 0.11% | -7.8% |
Q4 2020 | $317,000 | +14.0% | 895 | +0.1% | 0.12% | -2.5% |
Q3 2020 | $278,000 | +11.6% | 894 | +0.1% | 0.12% | +3.5% |
Q2 2020 | $249,000 | +14.2% | 893 | +0.3% | 0.12% | +33.7% |
Q4 2019 | $218,000 | +131.9% | 890 | +58.1% | 0.09% | +19.4% |
Q4 2018 | $94,000 | – | 563 | – | 0.07% | – |
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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% |