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 | $1,317,176 | -6.9% | 3,175 | -0.8% | 0.24% | +6.7% |
Q2 2023 | $1,414,520 | +21.5% | 3,199 | +5.9% | 0.22% | +3.7% |
Q1 2023 | $1,164,139 | +38.3% | 3,020 | +19.5% | 0.22% | +10.8% |
Q4 2022 | $841,655 | +18.4% | 2,527 | +9.3% | 0.20% | -4.4% |
Q3 2022 | $711,000 | +8.1% | 2,313 | +14.8% | 0.20% | +23.6% |
Q2 2022 | $658,000 | -41.5% | 2,015 | -25.4% | 0.16% | -38.4% |
Q1 2022 | $1,125,000 | -2.4% | 2,701 | +7.3% | 0.27% | -10.7% |
Q4 2021 | $1,153,000 | +23.4% | 2,518 | +8.4% | 0.30% | +7.5% |
Q3 2021 | $934,000 | +29.5% | 2,322 | +28.4% | 0.28% | +9.0% |
Q2 2021 | $721,000 | +21.4% | 1,808 | +9.1% | 0.26% | -10.2% |
Q1 2021 | $594,000 | -4.2% | 1,657 | -5.4% | 0.28% | -21.5% |
Q4 2020 | $620,000 | +31.1% | 1,752 | +15.3% | 0.36% | +2.0% |
Q3 2020 | $473,000 | +22.9% | 1,520 | +10.0% | 0.36% | -5.6% |
Q2 2020 | $385,000 | – | 1,382 | – | 0.38% | – |
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% |