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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $164,484 | -0.1% | 372 | -12.9% | 0.06% | -6.1% |
Q1 2023 | $164,596 | -16.3% | 427 | -30.7% | 0.07% | -23.3% |
Q4 2022 | $196,757 | +4.1% | 616 | 0.0% | 0.09% | -2.3% |
Q3 2022 | $189,000 | -33.2% | 616 | -28.9% | 0.09% | -30.7% |
Q2 2022 | $283,000 | -21.6% | 866 | 0.0% | 0.13% | -9.9% |
Q1 2022 | $361,000 | -9.1% | 866 | 0.0% | 0.14% | -7.2% |
Q4 2021 | $397,000 | +14.1% | 866 | 0.0% | 0.15% | +4.8% |
Q3 2021 | $348,000 | +0.9% | 866 | 0.0% | 0.14% | -0.7% |
Q2 2021 | $345,000 | +16.6% | 866 | +4.8% | 0.15% | +6.6% |
Q1 2021 | $296,000 | -3.3% | 826 | -4.6% | 0.14% | -13.3% |
Q4 2020 | $306,000 | +13.3% | 866 | 0.0% | 0.16% | -6.0% |
Q3 2020 | $270,000 | +12.0% | 866 | 0.0% | 0.17% | -2.3% |
Q2 2020 | $241,000 | +29.6% | 866 | -1.3% | 0.17% | -1.7% |
Q1 2020 | $186,000 | -13.5% | 877 | 0.0% | 0.18% | +10.8% |
Q4 2019 | $215,000 | – | 877 | – | 0.16% | – |
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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% |