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 | $335,122 | +9.7% | 808 | +16.9% | 0.04% | +19.4% |
| Q2 2023 | $305,407 | +23.1% | 691 | +16.3% | 0.04% | +5.9% |
| Q1 2022 | $248,000 | +9.3% | 594 | +20.2% | 0.03% | +6.2% |
| Q4 2021 | $227,000 | +12.9% | 494 | -1.2% | 0.03% | +3.2% |
| Q3 2021 | $201,000 | -6.5% | 500 | -16.8% | 0.03% | -20.5% |
| Q1 2021 | $215,000 | +0.9% | 601 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $213,000 | – | 601 | – | 0.04% | – |
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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% |