VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 9 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,361 | -5.0% | 6,728 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $357,325 | +1.4% | 6,728 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $352,279 | +6.4% | 6,728 | 0.0% | 0.02% | +5.9% |
| Q4 2022 | $330,950 | +13.7% | 6,728 | +0.6% | 0.02% | -5.6% |
| Q3 2022 | $291,000 | +7.8% | 6,688 | +21.6% | 0.02% | +20.0% |
| Q2 2022 | $270,000 | +26.2% | 5,499 | +46.8% | 0.02% | +50.0% |
| Q1 2022 | $214,000 | -7.8% | 3,746 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $232,000 | 0.0% | 3,746 | -0.2% | 0.01% | -8.3% |
| Q3 2021 | $232,000 | -3.7% | 3,755 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $241,000 | +4.8% | 3,755 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $230,000 | +3.1% | 3,755 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $223,000 | +10.9% | 3,755 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $201,000 | – | 3,755 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 202,510 | $9,961,478 | 14.16% |
| Refined Wealth Management | 246,157 | $12,108,468 | 10.60% |
| Stewardship Advisors, LLC | 192,350 | $9,461,697 | 3.81% |
| Crewe Advisors LLC | 471,178 | $23,177,246 | 3.68% |
| Northland Capital Management LLC | 70,110 | $3,448,720 | 2.73% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,943 | $4,867 | 2.12% |
| Financial Connections Group, Inc. | 47,777 | $2,350 | 1.85% |
| DHK Financial Advisors, Inc. | 26,055 | $1,281,665 | 1.78% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 50,471 | $2,482,684 | 1.63% |
| Hanson & Doremus Investment Management | 147,812 | $7,271 | 1.56% |