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 | $271,760 | -6.2% | 655 | 0.0% | 0.22% | -2.3% |
| Q2 2023 | $289,615 | -33.7% | 655 | -42.2% | 0.22% | -6.8% |
| Q1 2023 | $436,748 | +72.6% | 1,133 | +43.1% | 0.24% | -8.1% |
| Q4 2022 | $252,973 | +8.1% | 792 | +3.7% | 0.26% | +0.4% |
| Q3 2022 | $234,000 | -6.0% | 764 | 0.0% | 0.26% | -8.2% |
| Q2 2022 | $249,000 | -24.1% | 764 | -3.0% | 0.28% | -16.9% |
| Q1 2022 | $328,000 | -8.9% | 788 | +0.1% | 0.34% | -6.9% |
| Q4 2021 | $360,000 | +15.4% | 787 | -9.7% | 0.36% | +114.2% |
| Q1 2021 | $312,000 | -4.3% | 872 | -5.5% | 0.17% | -4.5% |
| Q4 2020 | $326,000 | – | 923 | – | 0.18% | – |
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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% |