VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 268 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,433 | -6.7% | 5,282 | -1.8% | 0.02% | 0.0% |
| Q2 2023 | $285,626 | -20.4% | 5,378 | -21.5% | 0.02% | -28.6% |
| Q1 2023 | $358,612 | +12.2% | 6,849 | +5.4% | 0.02% | 0.0% |
| Q4 2022 | $319,569 | +40.2% | 6,497 | +23.9% | 0.02% | +31.2% |
| Q3 2022 | $228,000 | -11.3% | 5,244 | 0.0% | 0.02% | -11.1% |
| Q2 2022 | $257,000 | -0.4% | 5,244 | +16.1% | 0.02% | +20.0% |
| Q1 2022 | $258,000 | +0.4% | 4,516 | +8.9% | 0.02% | +7.1% |
| Q4 2021 | $257,000 | -57.5% | 4,147 | -57.7% | 0.01% | -62.2% |
| Q3 2021 | $605,000 | +0.5% | 9,804 | +4.5% | 0.04% | 0.0% |
| Q2 2021 | $602,000 | +29.5% | 9,386 | +23.9% | 0.04% | +5.7% |
| Q1 2021 | $465,000 | +24.7% | 7,578 | +20.5% | 0.04% | +40.0% |
| Q4 2020 | $373,000 | – | 6,289 | – | 0.02% | – |
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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% |