VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 9 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Platt Investment Counsel, LLC | 207,779 | $10,879,320 | 14.54% |
Refined Wealth Management | 250,804 | $13,132,073 | 11.60% |
LEO BROKERAGE, LLC | 721,603 | $37,831,171 | 5.65% |
Crewe Advisors LLC | 462,307 | $24,206,395 | 3.53% |
Stewardship Advisors, LLC | 145,231 | $7,604,295 | 2.92% |
Northland Capital Management LLC | 62,174 | $3,255,436 | 2.44% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 99,142 | $5,191 | 2.12% |
Financial Connections Group, Inc. | 53,675 | $2,810 | 2.00% |
Hanson & Doremus Investment Management | 171,065 | $8,957 | 1.99% |
DHK Financial Advisors, Inc. | 29,500 | $1,544,605 | 1.92% |