VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,173,651 | +1.2% | 162,047 | +6.5% | 0.07% | +3.0% |
| Q2 2023 | $8,079,518 | -8.1% | 152,128 | -9.4% | 0.07% | -13.2% |
| Q1 2023 | $8,793,391 | +14.6% | 167,941 | +7.7% | 0.08% | +13.4% |
| Q4 2022 | $7,671,672 | +5.5% | 155,960 | -6.9% | 0.07% | -6.9% |
| Q3 2022 | $7,273,000 | -13.6% | 167,435 | -2.5% | 0.07% | -10.0% |
| Q2 2022 | $8,422,000 | -26.4% | 171,736 | -14.2% | 0.08% | -15.8% |
| Q1 2022 | $11,443,000 | -5.7% | 200,051 | +2.2% | 0.10% | -2.1% |
| Q4 2021 | $12,136,000 | +3.1% | 195,671 | +2.7% | 0.10% | -6.7% |
| Q3 2021 | $11,766,000 | -1.8% | 190,580 | +2.0% | 0.10% | -2.8% |
| Q2 2021 | $11,987,000 | +10.1% | 186,880 | +5.3% | 0.11% | +1.9% |
| Q1 2021 | $10,891,000 | +143.5% | 177,466 | +135.1% | 0.10% | +118.8% |
| Q4 2020 | $4,473,000 | – | 75,471 | – | 0.05% | – |
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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% |