VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,184,176 | +110.3% | 12,495 | +124.2% | 3.74% | +114.6% |
| Q2 2023 | $2,464,600 | +18.1% | 5,574 | +3.0% | 1.74% | +11.9% |
| Q1 2023 | $2,086,935 | -38.8% | 5,414 | -33.8% | 1.56% | -35.7% |
| Q1 2022 | $3,408,000 | -38.0% | 8,183 | -31.8% | 2.42% | -37.0% |
| Q4 2021 | $5,498,000 | +18.4% | 12,001 | +3.7% | 3.85% | +10.6% |
| Q3 2021 | $4,644,000 | +2.1% | 11,573 | +1.4% | 3.48% | +1.8% |
| Q2 2021 | $4,550,000 | +12.6% | 11,410 | +1.2% | 3.42% | +4.7% |
| Q1 2021 | $4,041,000 | +1.2% | 11,273 | -0.1% | 3.26% | -10.0% |
| Q4 2020 | $3,992,000 | – | 11,284 | – | 3.62% | – |
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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% |