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 | $822,353 | -12.7% | 1,982 | -6.9% | 0.45% | -15.9% |
Q2 2023 | $941,711 | +14.9% | 2,130 | +0.1% | 0.54% | +3.6% |
Q1 2023 | $819,816 | +20.8% | 2,127 | +0.1% | 0.52% | +7.2% |
Q4 2022 | $678,498 | +11.2% | 2,124 | +7.1% | 0.49% | +11.7% |
Q3 2022 | $610,000 | -20.1% | 1,984 | -15.1% | 0.44% | +0.2% |
Q2 2022 | $763,000 | -21.4% | 2,336 | +0.2% | 0.43% | -6.5% |
Q1 2022 | $971,000 | -9.1% | 2,332 | 0.0% | 0.46% | -5.9% |
Q4 2021 | $1,068,000 | +15.3% | 2,332 | +1.1% | 0.49% | +2.5% |
Q3 2021 | $926,000 | -2.8% | 2,307 | -3.4% | 0.48% | -6.1% |
Q2 2021 | $953,000 | +12.4% | 2,389 | +1.0% | 0.51% | +5.6% |
Q1 2021 | $848,000 | +25.4% | 2,366 | +23.7% | 0.48% | +10.5% |
Q4 2020 | $676,000 | +13.6% | 1,913 | +0.1% | 0.44% | -15.1% |
Q3 2020 | $595,000 | +32.2% | 1,912 | +18.2% | 0.52% | +5.5% |
Q2 2020 | $450,000 | +34.7% | 1,617 | +2.3% | 0.49% | +15.3% |
Q1 2020 | $334,000 | -13.5% | 1,581 | +0.1% | 0.42% | +28.4% |
Q4 2019 | $386,000 | – | 1,580 | – | 0.33% | – |
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% |