VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,228 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $327,599 | +10.0% | 568 | 0.0% | 0.16% | +3.2% |
Q1 2024 | $297,912 | +8.3% | 568 | 0.0% | 0.16% | -0.6% |
Q4 2023 | $274,976 | +17.3% | 568 | +0.5% | 0.16% | +10.4% |
Q3 2023 | $234,454 | -15.7% | 565 | -10.2% | 0.14% | -11.1% |
Q2 2023 | $278,150 | +3.8% | 629 | -9.5% | 0.16% | -3.0% |
Q1 2023 | $267,929 | -5.4% | 695 | -21.6% | 0.17% | -12.6% |
Q4 2022 | $283,333 | +24.3% | 887 | +62.2% | 0.19% | +6.1% |
Q1 2022 | $228,000 | -8.8% | 547 | +0.4% | 0.18% | -12.6% |
Q4 2021 | $250,000 | – | 545 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NORTHSTAR ASSET MANAGEMENT Co LLC | 221,592 | $23,604,000 | 10.13% |
Landmark Financial Advisors, LLC | 77,220 | $8,225,000 | 8.64% |
Annex Advisory Services, LLC | 239,736 | $25,537,000 | 8.22% |
Beacon Capital Management, Inc. | 780,291 | $83,117,000 | 7.81% |
BINGHAM OSBORN & SCARBOROUGH LLC | 463,016 | $49,320,000 | 5.89% |
Stearns Financial Services Group | 165,812 | $17,662,000 | 5.44% |
WBH ADVISORY INC | 174,843 | $18,624,000 | 5.22% |
TRUST CO OF OKLAHOMA | 95,727 | $10,196,840,000 | 5.02% |
iAB Financial Bank | 59,445 | $6,332,000 | 4.34% |
Archford Capital Strategies, LLC | 57,931 | $6,170,828,000 | 4.25% |