VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 205 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $902,372 | +12.1% | 17,890 | +18.0% | 0.16% | +15.5% |
Q2 2023 | $805,307 | +1.4% | 15,163 | 0.0% | 0.14% | +1.4% |
Q1 2023 | $793,935 | +6.4% | 15,163 | 0.0% | 0.14% | -0.7% |
Q4 2022 | $745,868 | +25.8% | 15,163 | +11.1% | 0.14% | +7.6% |
Q3 2022 | $593,000 | -11.4% | 13,651 | 0.0% | 0.13% | -8.4% |
Q2 2022 | $669,000 | -24.0% | 13,651 | -11.2% | 0.14% | -13.3% |
Q1 2022 | $880,000 | -7.8% | 15,380 | 0.0% | 0.16% | +5.1% |
Q4 2021 | $954,000 | +22.9% | 15,380 | +22.4% | 0.16% | +13.8% |
Q3 2021 | $776,000 | -0.6% | 12,563 | +3.2% | 0.14% | -0.7% |
Q2 2021 | $781,000 | +11.3% | 12,168 | +6.4% | 0.14% | +3.0% |
Q1 2021 | $702,000 | +5.6% | 11,431 | +1.9% | 0.14% | -2.9% |
Q4 2020 | $665,000 | +20.0% | 11,220 | +4.5% | 0.14% | 0.0% |
Q3 2020 | $554,000 | +12.8% | 10,740 | +5.3% | 0.14% | -20.1% |
Q2 2020 | $491,000 | +34.2% | 10,201 | +14.7% | 0.17% | +4.2% |
Q1 2020 | $366,000 | +74.3% | 8,894 | +126.1% | 0.17% | +114.1% |
Q4 2019 | $210,000 | – | 3,933 | – | 0.08% | – |
Download |
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% |