VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $465,000 | -6.1% | 1,120 | +0.2% | 0.07% | +21.1% |
Q2 2023 | $495,000 | +14.8% | 1,118 | 0.0% | 0.06% | +5.6% |
Q1 2023 | $431,000 | +44.6% | 1,118 | +20.0% | 0.05% | +25.6% |
Q4 2022 | $298,000 | +4.2% | 932 | +0.3% | 0.04% | -12.2% |
Q3 2022 | $286,000 | -5.6% | 929 | 0.0% | 0.05% | -10.9% |
Q2 2022 | $303,000 | -20.3% | 929 | +1.8% | 0.06% | -9.8% |
Q1 2022 | $380,000 | -8.7% | 913 | +0.4% | 0.06% | -4.7% |
Q4 2021 | $416,000 | +15.9% | 909 | +1.6% | 0.06% | +10.3% |
Q3 2021 | $359,000 | +9.5% | 895 | +9.0% | 0.06% | +18.4% |
Q2 2021 | $328,000 | -22.6% | 821 | -30.7% | 0.05% | -31.9% |
Q1 2021 | $424,000 | – | 1,184 | – | 0.07% | – |
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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% |