CPWM, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 254 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CPWM, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$1,601,000
-14.2%
32,6400.0%0.14%
+6.7%
Q1 2022$1,867,000
-7.3%
32,6400.0%0.13%
-15.7%
Q4 2021$2,015,000
+0.6%
32,6400.0%0.16%
-7.6%
Q1 2021$2,003,000
+3.5%
32,6400.0%0.17%
-2.3%
Q4 2020$1,935,000
+14.9%
32,6400.0%0.18%
-0.6%
Q3 2020$1,684,000
+7.3%
32,6400.0%0.18%
-1.1%
Q2 2020$1,570,000
+16.9%
32,6400.0%0.18%
-8.7%
Q1 2020$1,343,000
-23.0%
32,6400.0%0.20%
-8.0%
Q4 2019$1,745,000
+8.5%
32,6400.0%0.21%
+0.9%
Q3 2019$1,609,000
-1.2%
32,6400.0%0.21%
-7.0%
Q2 2019$1,629,000
+2.2%
32,6400.0%0.23%
-0.9%
Q1 2019$1,594,000
+9.8%
32,6400.0%0.23%
-3.8%
Q4 2018$1,452,00032,6400.24%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders