VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,272 | -5.0% | 4,823 | 0.0% | 0.04% | -4.4% |
| Q2 2023 | $256,150 | +1.4% | 4,823 | 0.0% | 0.04% | -8.2% |
| Q1 2023 | $252,532 | +1.8% | 4,823 | -4.3% | 0.05% | -7.5% |
| Q4 2022 | $247,967 | +13.2% | 5,041 | 0.0% | 0.05% | +1.9% |
| Q3 2022 | $219,000 | -11.3% | 5,041 | 0.0% | 0.05% | -11.9% |
| Q2 2022 | $247,000 | -13.0% | 5,041 | +1.4% | 0.06% | +3.5% |
| Q1 2022 | $284,000 | +29.7% | 4,973 | +40.7% | 0.06% | +29.5% |
| Q4 2021 | $219,000 | +0.5% | 3,534 | 0.0% | 0.04% | -34.3% |
| Q3 2021 | $218,000 | – | 3,534 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 461,212 | $28,305,000 | 25.32% |
| Wealthsimple US, Ltd. | 477,546 | $29,307,000 | 17.36% |
| LEO BROKERAGE, LLC | 422,231 | $25,912,000 | 7.35% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 94,307 | $5,787,000 | 2.85% |
| Laurel Wealth Planning LLC | 40,935 | $2,512,000 | 2.30% |
| Crewe Advisors LLC | 144,333 | $8,858,000 | 2.20% |
| Orgel Wealth Management, LLC | 200,785 | $12,322,000 | 1.74% |
| Diversified Portfolios, Inc. | 82,885 | $5,087,000 | 1.67% |
| Stewardship Advisors, LLC | 45,745 | $2,807,000 | 1.10% |
| SPINNAKER TRUST | 199,534 | $12,245,000 | 0.92% |