VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 182 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999 | +18.1% | 19,808 | +24.3% | 0.14% | +23.5% |
| Q2 2023 | $846 | +1.4% | 15,931 | 0.0% | 0.12% | -3.4% |
| Q1 2023 | $834 | +6.4% | 15,931 | 0.0% | 0.12% | -3.3% |
| Q4 2022 | $784 | -99.9% | 15,931 | -22.1% | 0.12% | -16.3% |
| Q3 2022 | $889,000 | -5.4% | 20,456 | +6.7% | 0.15% | +1.4% |
| Q2 2022 | $940,000 | -17.5% | 19,168 | -3.8% | 0.14% | +5.8% |
| Q1 2022 | $1,140,000 | +4.9% | 19,931 | +13.7% | 0.14% | +3.0% |
| Q4 2021 | $1,087,000 | +175.2% | 17,524 | +173.6% | 0.13% | +114.5% |
| Q3 2021 | $395,000 | -45.3% | 6,405 | -43.0% | 0.06% | +12.7% |
| Q2 2021 | $722,000 | +110.5% | 11,246 | +101.1% | 0.06% | -9.8% |
| Q1 2021 | $343,000 | +3.6% | 5,592 | 0.0% | 0.06% | +5.2% |
| Q4 2020 | $331,000 | +14.5% | 5,592 | 0.0% | 0.06% | -3.3% |
| Q3 2020 | $289,000 | – | 5,592 | – | 0.06% | – |
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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% |