VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 182 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,413 | -6.1% | 8,553 | -1.2% | 0.05% | -1.9% |
| Q2 2023 | $459,614 | +3.9% | 8,654 | +2.5% | 0.05% | 0.0% |
| Q1 2023 | $442,180 | +1.8% | 8,445 | -4.4% | 0.05% | -3.6% |
| Q4 2022 | $434,446 | +32.5% | 8,832 | +17.0% | 0.06% | +36.6% |
| Q3 2022 | $328,000 | -26.0% | 7,548 | -16.4% | 0.04% | -16.3% |
| Q2 2022 | $443,000 | -11.6% | 9,027 | +3.0% | 0.05% | 0.0% |
| Q1 2022 | $501,000 | -13.2% | 8,763 | -5.9% | 0.05% | -7.5% |
| Q4 2021 | $577,000 | +7.1% | 9,311 | +6.7% | 0.05% | +1.9% |
| Q3 2021 | $539,000 | +141.7% | 8,725 | +151.2% | 0.05% | +147.6% |
| Q2 2021 | $223,000 | +6.2% | 3,473 | +1.4% | 0.02% | 0.0% |
| Q1 2021 | $210,000 | +0.5% | 3,424 | -2.9% | 0.02% | -4.5% |
| Q4 2020 | $209,000 | +273.2% | 3,527 | +160.9% | 0.02% | +175.0% |
| Q1 2020 | $56,000 | +93.1% | 1,352 | +151.8% | 0.01% | +166.7% |
| Q4 2019 | $29,000 | – | 537 | – | 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% |