VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 279 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,604 | -3.6% | 10,440 | +1.5% | 0.12% | +0.9% |
| Q2 2023 | $546,325 | +2.9% | 10,287 | +1.5% | 0.12% | +0.9% |
| Q1 2023 | $530,735 | +9.4% | 10,136 | +2.7% | 0.12% | +10.6% |
| Q4 2022 | $485,300 | +27.7% | 9,868 | +12.7% | 0.10% | +11.8% |
| Q3 2022 | $380,000 | +19.1% | 8,758 | +34.6% | 0.09% | +32.9% |
| Q2 2022 | $319,000 | +14.3% | 6,509 | +33.4% | 0.07% | +25.0% |
| Q1 2022 | $279,000 | +16.2% | 4,880 | +26.0% | 0.06% | +14.3% |
| Q4 2021 | $240,000 | +16.5% | 3,874 | -9.5% | 0.05% | -14.0% |
| Q2 2020 | $206,000 | – | 4,279 | – | 0.06% | – |
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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% |