White Lighthouse Investment Management Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 193 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,463,142
+2.5%
68,659
+7.9%
0.84%
+4.3%
Q2 2023$3,378,359
+2.3%
63,611
+0.9%
0.81%
-3.1%
Q1 2023$3,300,921
-0.5%
63,043
-6.5%
0.83%
-7.7%
Q4 2022$3,316,114
+16.7%
67,456
+3.1%
0.90%
+8.9%
Q3 2022$2,841,000
-6.4%
65,408
+5.7%
0.83%
-4.8%
Q2 2022$3,036,000
-8.1%
61,899
+7.2%
0.87%
+3.5%
Q1 2022$3,304,000
+21.5%
57,765
+31.8%
0.84%
+23.9%
Q4 2021$2,719,000
+19.7%
43,835
+19.1%
0.68%
+11.3%
Q3 2021$2,271,000
+5.4%
36,791
+9.5%
0.61%
+3.2%
Q2 2021$2,155,000
+11.5%
33,599
+6.7%
0.59%
-0.2%
Q1 2021$1,933,000
+4.9%
31,493
+1.3%
0.59%
+0.5%
Q4 2020$1,842,000
+12.9%
31,084
-1.7%
0.59%
+4.1%
Q3 2020$1,632,000
+7.4%
31,630
+0.1%
0.56%
+1.3%
Q2 2020$1,520,000
+17.9%
31,600
+0.9%
0.56%
+3.5%
Q1 2020$1,289,000
+362.0%
31,320
+501.2%
0.54%
+428.4%
Q4 2019$279,000
+32.2%
5,210
+21.7%
0.10%
+20.0%
Q3 2019$211,0004,2800.08%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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