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 | $1,611 | -4.3% | 31,939 | +0.7% | 0.01% | 0.0% |
Q2 2023 | $1,684 | +10.8% | 31,710 | +9.2% | 0.01% | +14.3% |
Q1 2023 | $1,520 | +44.3% | 29,026 | +35.6% | 0.01% | +40.0% |
Q4 2022 | $1,053 | -99.9% | 21,401 | -54.3% | 0.01% | -54.5% |
Q3 2022 | $2,032,000 | -10.4% | 46,785 | +1.2% | 0.01% | -8.3% |
Q2 2022 | $2,268,000 | +105.4% | 46,248 | +139.6% | 0.01% | +140.0% |
Q1 2022 | $1,104,000 | -5.6% | 19,302 | +2.4% | 0.01% | 0.0% |
Q4 2021 | $1,170,000 | +19.8% | 18,858 | +19.2% | 0.01% | 0.0% |
Q3 2021 | $977,000 | +4.2% | 15,820 | +8.2% | 0.01% | +25.0% |
Q2 2021 | $938,000 | +10.2% | 14,622 | +5.5% | 0.00% | -20.0% |
Q1 2021 | $851,000 | +13.9% | 13,861 | +10.1% | 0.01% | +25.0% |
Q4 2020 | $747,000 | +16.4% | 12,595 | +1.3% | 0.00% | 0.0% |
Q3 2020 | $642,000 | +20.7% | 12,434 | +12.3% | 0.00% | 0.0% |
Q2 2020 | $532,000 | +49.4% | 11,070 | +27.9% | 0.00% | +33.3% |
Q1 2020 | $356,000 | -16.4% | 8,656 | +8.7% | 0.00% | 0.0% |
Q4 2019 | $426,000 | – | 7,962 | – | 0.00% | – |
Download |
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% |