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 | $220,312 | +23.0% | 531 | +14.2% | 0.12% | +68.5% |
| Q1 2023 | $179,089 | +20.7% | 465 | 0.0% | 0.07% | +2.8% |
| Q4 2022 | $148,378 | -2.4% | 465 | +0.2% | 0.07% | -12.3% |
| Q3 2022 | $152,000 | -3.8% | 464 | 0.0% | 0.08% | -11.0% |
| Q2 2022 | $158,000 | -18.1% | 464 | 0.0% | 0.09% | -9.0% |
| Q1 2022 | $193,000 | -53.2% | 464 | -48.4% | 0.10% | -50.5% |
| Q4 2021 | $412,000 | +42.1% | 900 | +24.7% | 0.20% | +8.0% |
| Q3 2021 | $290,000 | +25.5% | 722 | +24.5% | 0.19% | +22.2% |
| Q2 2021 | $231,000 | +53.0% | 580 | +38.1% | 0.15% | +25.4% |
| Q1 2021 | $151,000 | -15.6% | 420 | -17.0% | 0.12% | -26.9% |
| Q4 2020 | $179,000 | – | 506 | – | 0.17% | – |
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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% |