VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $431,081 | -6.2% | 1,039 | 0.0% | 0.18% | -4.8% |
Q2 2023 | $459,404 | +14.2% | 1,039 | -0.5% | 0.19% | +12.7% |
Q1 2023 | $402,431 | +18.0% | 1,044 | -2.2% | 0.17% | +16.1% |
Q4 2022 | $341,130 | -0.5% | 1,068 | 0.0% | 0.14% | +4.4% |
Q3 2022 | $343,000 | -1.7% | 1,068 | 0.0% | 0.14% | +0.7% |
Q2 2022 | $349,000 | -21.4% | 1,068 | 0.0% | 0.14% | -13.4% |
Q1 2022 | $444,000 | -13.8% | 1,068 | -5.1% | 0.16% | -9.8% |
Q4 2021 | $515,000 | +11.5% | 1,125 | -2.4% | 0.17% | +4.2% |
Q3 2021 | $462,000 | +0.7% | 1,153 | 0.0% | 0.17% | 0.0% |
Q2 2021 | $459,000 | +2.5% | 1,153 | -7.8% | 0.17% | -4.0% |
Q1 2021 | $448,000 | +1.6% | 1,251 | +0.2% | 0.17% | -7.0% |
Q4 2020 | $441,000 | – | 1,248 | – | 0.19% | – |
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% |