VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 279 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,501,000 | +47.8% | 69,375 | +55.5% | 0.01% | +40.0% |
Q2 2023 | $2,368,000 | +2.9% | 44,626 | +1.5% | 0.01% | 0.0% |
Q1 2023 | $2,302,000 | +6.7% | 43,958 | +0.3% | 0.01% | 0.0% |
Q4 2022 | $2,157,000 | +110.0% | 43,819 | +85.0% | 0.01% | +66.7% |
Q3 2022 | $1,027,000 | -16.7% | 23,684 | -5.7% | 0.00% | 0.0% |
Q2 2022 | $1,233,000 | -15.8% | 25,106 | -2.0% | 0.00% | 0.0% |
Q1 2022 | $1,464,000 | +2.4% | 25,615 | +11.1% | 0.00% | 0.0% |
Q4 2021 | $1,430,000 | -13.5% | 23,061 | -13.8% | 0.00% | -25.0% |
Q3 2021 | $1,654,000 | -34.2% | 26,752 | -31.8% | 0.00% | -42.9% |
Q2 2021 | $2,514,000 | +3.2% | 39,199 | -1.3% | 0.01% | -12.5% |
Q1 2021 | $2,437,000 | +180.8% | 39,705 | +135.9% | 0.01% | +100.0% |
Q3 2020 | $868,000 | +24.7% | 16,834 | +15.8% | 0.00% | 0.0% |
Q2 2020 | $696,000 | +61.5% | 14,537 | +38.5% | 0.00% | +33.3% |
Q1 2020 | $431,000 | +12.2% | 10,496 | +46.1% | 0.00% | +50.0% |
Q4 2019 | $384,000 | +56.1% | 7,185 | +43.9% | 0.00% | +100.0% |
Q3 2019 | $246,000 | – | 4,992 | – | 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% |