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 | $814,594 | -7.0% | 16,150 | -2.1% | 0.04% | -7.7% |
| Q2 2023 | $876,090 | +2.7% | 16,496 | +1.3% | 0.04% | -7.1% |
| Q1 2023 | $852,922 | -0.9% | 16,290 | +1.2% | 0.04% | -2.3% |
| Q4 2022 | $860,356 | +39.2% | 16,102 | +22.3% | 0.04% | +22.9% |
| Q3 2022 | $618,000 | -24.4% | 13,161 | -18.5% | 0.04% | -25.5% |
| Q2 2022 | $817,000 | -23.3% | 16,146 | -13.3% | 0.05% | -30.9% |
| Q1 2022 | $1,065,000 | +20.6% | 18,624 | +30.8% | 0.07% | +11.5% |
| Q4 2021 | $883,000 | -1.7% | 14,240 | -2.0% | 0.06% | -17.6% |
| Q3 2021 | $898,000 | +18.3% | 14,537 | +22.9% | 0.07% | +8.8% |
| Q2 2021 | $759,000 | +8.7% | 11,833 | +4.0% | 0.07% | -10.5% |
| Q1 2021 | $698,000 | +37.1% | 11,374 | +37.3% | 0.08% | +13.4% |
| Q4 2020 | $509,000 | +81.8% | 8,286 | +52.7% | 0.07% | +71.8% |
| Q3 2020 | $280,000 | – | 5,425 | – | 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% |