VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 165 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,816,923 | -3.0% | 55,847 | +2.1% | 0.32% | +1.6% |
| Q2 2023 | $2,904,745 | +18.5% | 54,693 | +16.8% | 0.32% | +12.1% |
| Q1 2023 | $2,451,914 | +33.0% | 46,828 | +24.9% | 0.28% | +30.0% |
| Q4 2022 | $1,843,789 | +14.0% | 37,483 | +0.7% | 0.22% | +3.3% |
| Q3 2022 | $1,617,000 | +26.0% | 37,219 | +42.3% | 0.21% | +35.5% |
| Q2 2022 | $1,283,000 | -13.3% | 26,159 | +1.1% | 0.16% | +4.7% |
| Q1 2022 | $1,479,000 | -7.7% | 25,863 | +0.1% | 0.15% | -3.3% |
| Q4 2021 | $1,602,000 | +20.0% | 25,827 | +19.4% | 0.15% | +10.9% |
| Q3 2021 | $1,335,000 | +2.9% | 21,627 | +6.9% | 0.14% | +3.8% |
| Q2 2021 | $1,298,000 | +17.5% | 20,239 | +12.4% | 0.13% | +11.8% |
| Q1 2021 | $1,105,000 | +13.9% | 18,004 | +10.0% | 0.12% | +7.2% |
| Q4 2020 | $970,000 | +20.2% | 16,363 | +4.6% | 0.11% | +8.8% |
| Q3 2020 | $807,000 | – | 15,646 | – | 0.10% | – |
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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% |