VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,462,896 | -8.7% | 3,527 | -2.7% | 1.67% | -3.8% |
| Q2 2023 | $1,603,000 | +14.7% | 3,626 | 0.0% | 1.73% | +7.4% |
| Q1 2023 | $1,397,477 | +5.6% | 3,626 | -12.5% | 1.61% | +3.0% |
| Q4 2022 | $1,322,897 | +0.4% | 4,142 | -3.4% | 1.57% | -5.8% |
| Q3 2022 | $1,318,000 | -5.9% | 4,290 | 0.0% | 1.66% | +5.1% |
| Q2 2022 | $1,401,000 | -13.2% | 4,290 | +0.0% | 1.58% | -2.3% |
| Q1 2022 | $1,614,000 | -19.8% | 4,288 | -2.3% | 1.62% | -11.6% |
| Q4 2021 | $2,012,000 | – | 4,388 | – | 1.83% | – |
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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% |