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 | $1,216,305 | -6.0% | 2,932 | +0.2% | 1.71% | -0.2% |
| Q2 2023 | $1,294,213 | +15.1% | 2,927 | +0.4% | 1.71% | +16.3% |
| Q1 2023 | $1,124,040 | +19.1% | 2,916 | -1.3% | 1.47% | +15.7% |
| Q4 2022 | $943,518 | +3.7% | 2,954 | -0.2% | 1.27% | +0.3% |
| Q3 2022 | $910,000 | -11.0% | 2,961 | -5.2% | 1.27% | -8.1% |
| Q2 2022 | $1,023,000 | -24.3% | 3,125 | -3.7% | 1.38% | +3.1% |
| Q1 2022 | $1,352,000 | -9.0% | 3,245 | +0.1% | 1.34% | -5.8% |
| Q4 2021 | $1,486,000 | – | 3,243 | – | 1.42% | – |
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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% |