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 | $374,366 | -3.2% | 7,422 | +1.9% | 0.05% | +2.1% |
| Q2 2023 | $386,906 | +1.4% | 7,285 | 0.0% | 0.05% | -7.7% |
| Q1 2023 | $381,443 | +6.4% | 7,285 | 0.0% | 0.05% | -3.7% |
| Q4 2022 | $358,349 | +55.8% | 7,285 | +37.3% | 0.05% | +42.1% |
| Q3 2022 | $230,000 | -3.0% | 5,305 | +9.6% | 0.04% | 0.0% |
| Q2 2022 | $237,000 | -14.4% | 4,840 | 0.0% | 0.04% | -5.0% |
| Q1 2022 | $277,000 | – | 4,840 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 454,423 | $25,993,000 | 24.17% |
| Refined Wealth Management | 197,688 | $11,308,000 | 9.56% |
| Crewe Advisors LLC | 569,788 | $32,592,000 | 6.36% |
| Northland Capital Management LLC | 111,562 | $6,381,000 | 6.34% |
| LEO BROKERAGE, LLC | 558,751 | $31,961,000 | 5.09% |
| LIBRA WEALTH LLC | 81,553 | $6,087,000 | 3.49% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 96,680 | $5,530,000 | 2.27% |
| Stewardship Advisors, LLC | 104,605 | $5,983,000 | 2.21% |
| Permit Capital Advisors, LLC | 94,500 | $5,281,000 | 2.03% |
| Diversified Portfolios, Inc. | 97,088 | $5,553,000 | 1.33% |