VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,770,576 | -14.0% | 4,267 | -8.4% | 1.23% | +3.3% |
| Q2 2023 | $2,059,532 | +19.4% | 4,658 | +4.1% | 1.19% | -3.5% |
| Q1 2023 | $1,725,321 | +21.4% | 4,476 | +0.6% | 1.24% | +6.0% |
| Q4 2022 | $1,421,179 | +23.6% | 4,449 | +19.0% | 1.17% | -3.7% |
| Q3 2022 | $1,150,000 | -2.4% | 3,740 | +3.7% | 1.21% | +0.2% |
| Q2 2022 | $1,178,000 | -16.6% | 3,607 | +6.4% | 1.21% | +27.8% |
| Q1 2022 | $1,412,000 | +38.3% | 3,390 | +52.2% | 0.95% | +16.8% |
| Q4 2021 | $1,021,000 | – | 2,228 | – | 0.81% | – |
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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% |