VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 128 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,199 | -11.5% | 8,013 | -6.9% | 0.09% | -1.1% |
| Q2 2023 | $456,909 | -1.7% | 8,603 | -3.1% | 0.09% | 0.0% |
| Q1 2023 | $464,716 | +5.1% | 8,875 | -1.3% | 0.09% | 0.0% |
| Q4 2022 | $442,258 | +11.7% | 8,991 | -1.3% | 0.09% | -3.2% |
| Q3 2022 | $396,000 | +22.2% | 9,113 | +37.9% | 0.10% | +30.1% |
| Q2 2022 | $324,000 | -37.9% | 6,607 | -27.7% | 0.07% | -27.7% |
| Q1 2022 | $522,000 | -9.1% | 9,133 | -1.4% | 0.10% | -12.2% |
| Q4 2021 | $574,000 | +22.1% | 9,262 | +21.8% | 0.12% | +4.5% |
| Q3 2021 | $470,000 | +1.5% | 7,607 | +5.4% | 0.11% | +2.8% |
| Q2 2021 | $463,000 | +10.2% | 7,215 | +5.3% | 0.11% | -10.8% |
| Q1 2021 | $420,000 | +22.8% | 6,851 | +18.7% | 0.12% | +14.3% |
| Q4 2020 | $342,000 | +17.1% | 5,771 | +2.1% | 0.10% | -0.9% |
| Q3 2020 | $292,000 | +24.8% | 5,654 | +16.4% | 0.11% | +12.8% |
| Q2 2020 | $234,000 | -0.8% | 4,858 | -15.2% | 0.09% | -13.8% |
| Q1 2020 | $236,000 | – | 5,730 | – | 0.11% | – |
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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% |