VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,818,412 | -3.8% | 4,383 | +2.6% | 1.09% | -1.4% |
Q2 2023 | $1,889,575 | +13.4% | 4,274 | -1.1% | 1.10% | +1.9% |
Q1 2023 | $1,666,198 | +24.1% | 4,323 | +2.9% | 1.08% | +12.4% |
Q4 2022 | $1,342,366 | +1.5% | 4,203 | -2.4% | 0.96% | -1.0% |
Q3 2022 | $1,323,000 | -8.2% | 4,306 | -2.4% | 0.97% | -3.4% |
Q2 2022 | $1,441,000 | -31.7% | 4,413 | -12.9% | 1.01% | -11.8% |
Q1 2022 | $2,111,000 | -18.8% | 5,068 | -10.7% | 1.14% | -3.4% |
Q4 2021 | $2,599,000 | +9.5% | 5,674 | -2.7% | 1.18% | -0.5% |
Q3 2021 | $2,374,000 | +1.2% | 5,834 | -0.8% | 1.19% | +2.8% |
Q2 2021 | $2,346,000 | +6.3% | 5,884 | -4.4% | 1.16% | -5.5% |
Q1 2021 | $2,207,000 | -9.0% | 6,157 | -10.2% | 1.22% | -13.3% |
Q4 2020 | $2,426,000 | +15.5% | 6,856 | +1.7% | 1.41% | -5.8% |
Q3 2020 | $2,100,000 | +8.6% | 6,743 | -2.8% | 1.50% | -6.9% |
Q2 2020 | $1,934,000 | +21.5% | 6,939 | -7.6% | 1.61% | -14.1% |
Q1 2020 | $1,592,000 | -14.0% | 7,512 | -0.7% | 1.87% | +2.7% |
Q4 2019 | $1,852,000 | +10.6% | 7,565 | -2.6% | 1.82% | +3.6% |
Q3 2019 | $1,674,000 | -1.7% | 7,764 | -3.9% | 1.76% | +10.6% |
Q2 2019 | $1,703,000 | +8.0% | 8,076 | +2.8% | 1.59% | -3.2% |
Q1 2019 | $1,577,000 | – | 7,858 | – | 1.64% | – |
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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% |