VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 247 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,226 | -4.0% | 11,979 | +1.1% | 0.03% | -12.1% |
| Q2 2023 | $629,571 | +3.9% | 11,854 | +2.5% | 0.03% | -5.7% |
| Q1 2023 | $605,810 | -4.4% | 11,570 | -10.1% | 0.04% | -18.6% |
| Q4 2022 | $633,424 | +8.1% | 12,877 | -4.6% | 0.04% | -4.4% |
| Q3 2022 | $586,000 | -35.0% | 13,492 | -26.6% | 0.04% | -34.8% |
| Q2 2022 | $901,000 | -10.4% | 18,371 | +4.5% | 0.07% | -1.4% |
| Q1 2022 | $1,006,000 | -16.7% | 17,579 | -9.8% | 0.07% | -18.6% |
| Q4 2021 | $1,208,000 | -16.2% | 19,481 | -16.6% | 0.09% | -21.1% |
| Q3 2021 | $1,442,000 | -4.4% | 23,349 | -0.7% | 0.11% | -8.4% |
| Q2 2021 | $1,508,000 | +26.9% | 23,503 | +21.5% | 0.12% | +8.2% |
| Q1 2021 | $1,188,000 | +26.8% | 19,351 | +22.5% | 0.11% | +25.0% |
| Q4 2020 | $937,000 | +192.8% | 15,802 | +154.5% | 0.09% | +144.4% |
| Q3 2020 | $320,000 | – | 6,210 | – | 0.04% | – |
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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% |