VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 273 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $381,100 | +56.7% | 6,894 | +42.9% | 0.07% | +55.8% |
| 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 | 199,630 | $8,672,000 | 12.59% |
| Refined Wealth Management | 236,216 | $10,261,000 | 9.26% |
| Crewe Advisors LLC | 466,860 | $20,280,000 | 3.66% |
| Stewardship Advisors, LLC | 191,511 | $8,319,000 | 3.60% |
| Northland Capital Management LLC | 87,693 | $3,809,000 | 3.57% |
| CBIZ Investment Advisory Services, LLC | 61,000 | $2,650,000 | 2.66% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,139 | $4,263,000 | 2.03% |
| Financial Connections Group, Inc. | 53,056 | $2,304,000 | 1.94% |
| DHK Financial Advisors, Inc. | 24,844 | $1,080,000 | 1.77% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 51,168 | $2,223,000 | 1.57% |