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 | $407,017 | -10.5% | 981 | -4.7% | 0.24% | -10.3% |
| Q2 2023 | $454,983 | +3.3% | 1,029 | -10.0% | 0.27% | -2.5% |
| Q1 2023 | $440,592 | +10.1% | 1,143 | -8.8% | 0.28% | +5.7% |
| Q4 2022 | $400,221 | +2.6% | 1,253 | -1.3% | 0.26% | -4.7% |
| Q3 2022 | $390,000 | -6.0% | 1,270 | 0.0% | 0.28% | +1.5% |
| Q2 2022 | $415,000 | -31.5% | 1,270 | -3.9% | 0.27% | -18.1% |
| Q4 2021 | $606,000 | +11.6% | 1,322 | +1.4% | 0.33% | +6.1% |
| Q1 2021 | $543,000 | – | 1,304 | – | 0.31% | – |
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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% |