VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,004 | -6.2% | 564 | 0.0% | 0.10% | -2.9% |
| Q2 2023 | $249,378 | +22.1% | 564 | +6.4% | 0.10% | +18.6% |
| Q1 2023 | $204,299 | -16.6% | 530 | -0.9% | 0.09% | -21.8% |
| Q1 2022 | $245,000 | 0.0% | 535 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $245,000 | +14.0% | 535 | 0.0% | 0.11% | -9.1% |
| Q3 2021 | $215,000 | -35.0% | 535 | -35.6% | 0.12% | -37.3% |
| Q2 2021 | $331,000 | +2.8% | 831 | -2.1% | 0.19% | -7.7% |
| Q1 2021 | $322,000 | +7.0% | 849 | 0.0% | 0.21% | -19.3% |
| Q4 2020 | $301,000 | – | 849 | – | 0.26% | – |
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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% |