VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $898,405 | -6.2% | 2,165 | 0.0% | 0.20% | -4.7% |
| Q2 2023 | $957,432 | +2.2% | 2,165 | -10.9% | 0.22% | -6.1% |
| Q1 2023 | $936,869 | +26.2% | 2,430 | +4.6% | 0.23% | +8.0% |
| Q4 2022 | $742,102 | -0.7% | 2,323 | -4.4% | 0.21% | -21.5% |
| Q3 2022 | $747,000 | -5.8% | 2,429 | 0.0% | 0.27% | -8.5% |
| Q2 2022 | $793,000 | -18.0% | 2,429 | -1.1% | 0.30% | -6.9% |
| Q1 2022 | $967,000 | -2.1% | 2,455 | 0.0% | 0.32% | -11.5% |
| Q4 2021 | $988,000 | +7.3% | 2,455 | +7.0% | 0.36% | 0.0% |
| Q3 2021 | $921,000 | +69.9% | 2,294 | +68.8% | 0.36% | +60.5% |
| Q2 2021 | $542,000 | +3.0% | 1,359 | 0.0% | 0.22% | -3.9% |
| Q1 2021 | $526,000 | +0.2% | 1,359 | -8.4% | 0.23% | -17.7% |
| Q4 2020 | $525,000 | +8.2% | 1,484 | 0.0% | 0.28% | -9.6% |
| Q3 2020 | $485,000 | +17.1% | 1,484 | 0.0% | 0.31% | -5.5% |
| Q2 2020 | $414,000 | +31.0% | 1,484 | -0.5% | 0.33% | -4.6% |
| Q1 2020 | $316,000 | -15.3% | 1,491 | -2.2% | 0.35% | -3.4% |
| Q4 2019 | $373,000 | – | 1,524 | – | 0.36% | – |
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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% |