VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 99 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $319,112 | -2.0% | 5,732 | -2.6% | 0.01% | -15.4% |
| Q4 2023 | $325,459 | +7.9% | 5,887 | -1.6% | 0.01% | -7.1% |
| Q3 2023 | $301,667 | +0.0% | 5,981 | +5.3% | 0.01% | 0.0% |
| Q2 2023 | $301,581 | +17.9% | 5,678 | +16.2% | 0.01% | +16.7% |
| Q1 2023 | $255,842 | +6.6% | 4,886 | +0.1% | 0.01% | -7.7% |
| Q4 2022 | $240,096 | +67.9% | 4,881 | +109.3% | 0.01% | +85.7% |
| Q1 2021 | $143,000 | +3.6% | 2,332 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $138,000 | +19.0% | 2,332 | +4.0% | 0.01% | -30.0% |
| Q3 2020 | $116,000 | +7.4% | 2,243 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $108,000 | +12.5% | 2,243 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $96,000 | -2.0% | 2,243 | +22.6% | 0.01% | 0.0% |
| Q4 2019 | $98,000 | +8.9% | 1,830 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $90,000 | +55.2% | 1,830 | +58.0% | 0.01% | +42.9% |
| Q2 2019 | $58,000 | +16.0% | 1,158 | +13.1% | 0.01% | +16.7% |
| Q1 2019 | $50,000 | – | 1,024 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 199,630 | $8,672,000 | 12.59% |
| Refined Wealth Management | 236,216 | $10,261,000 | 9.26% |
| Crewe Advisors LLC | 466,860 | $20,280,000 | 3.66% |
| Stewardship Advisors, LLC | 191,511 | $8,319,000 | 3.60% |
| Northland Capital Management LLC | 87,693 | $3,809,000 | 3.57% |
| CBIZ Investment Advisory Services, LLC | 61,000 | $2,650,000 | 2.66% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,139 | $4,263,000 | 2.03% |
| Financial Connections Group, Inc. | 53,056 | $2,304,000 | 1.94% |
| DHK Financial Advisors, Inc. | 24,844 | $1,080,000 | 1.77% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 51,168 | $2,223,000 | 1.57% |