VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 205 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $214,908 | -5.0% | 4,261 | +0.1% | 0.02% | +5.3% |
Q2 2023 | $226,162 | +2.2% | 4,258 | +0.7% | 0.02% | -5.0% |
Q1 2023 | $221,341 | +4.1% | 4,227 | -2.2% | 0.02% | -4.8% |
Q4 2022 | $212,663 | +13.1% | 4,323 | +0.1% | 0.02% | +10.5% |
Q3 2022 | $188,000 | 0.0% | 4,319 | +12.6% | 0.02% | +5.6% |
Q2 2022 | $188,000 | -13.4% | 3,834 | +0.9% | 0.02% | +28.6% |
Q1 2022 | $217,000 | +58.4% | 3,799 | +72.2% | 0.01% | +75.0% |
Q4 2021 | $137,000 | +0.7% | 2,206 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $136,000 | +300.0% | 2,206 | +313.9% | 0.01% | +350.0% |
Q2 2021 | $34,000 | +41.7% | 533 | +34.9% | 0.00% | 0.0% |
Q1 2021 | $24,000 | +4.3% | 395 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $23,000 | +15.0% | 395 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $20,000 | – | 395 | – | 0.00% | – |
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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% |