VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 283 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $371 | -14.3% | 7,354 | -9.5% | 0.02% | -11.5% |
Q2 2023 | $433 | +8.0% | 8,130 | +6.1% | 0.03% | 0.0% |
Q1 2023 | $401 | +34.1% | 7,660 | +25.5% | 0.03% | +30.0% |
Q4 2022 | $299 | -99.8% | 6,105 | +37.6% | 0.02% | +42.9% |
Q3 2022 | $193,000 | -23.7% | 4,436 | -14.7% | 0.01% | -22.2% |
Q2 2022 | $253,000 | -14.8% | 5,200 | 0.0% | 0.02% | -5.3% |
Q1 2022 | $297,000 | -8.0% | 5,200 | 0.0% | 0.02% | -5.0% |
Q4 2021 | $323,000 | +7.3% | 5,200 | +6.8% | 0.02% | 0.0% |
Q3 2021 | $301,000 | +19.4% | 4,868 | +23.8% | 0.02% | +17.6% |
Q2 2021 | $252,000 | +227.3% | 3,933 | +215.1% | 0.02% | +240.0% |
Q1 2021 | $77,000 | +1.3% | 1,248 | -2.2% | 0.01% | -16.7% |
Q4 2020 | $76,000 | +15.2% | 1,276 | 0.0% | 0.01% | +20.0% |
Q3 2020 | $66,000 | -5.7% | 1,276 | -12.3% | 0.01% | -16.7% |
Q2 2020 | $70,000 | +34.6% | 1,455 | +16.0% | 0.01% | +20.0% |
Q1 2020 | $52,000 | -22.4% | 1,254 | 0.0% | 0.01% | -16.7% |
Q4 2019 | $67,000 | – | 1,254 | – | 0.01% | – |
Download |
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% |