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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,147 | -17.5% | 12,434 | -13.1% | 0.36% | -11.8% |
| Q2 2023 | $759,870 | -11.1% | 14,307 | -12.3% | 0.41% | -18.9% |
| Q1 2023 | $854,587 | +2.1% | 16,321 | -4.1% | 0.50% | -6.9% |
| Q4 2022 | $836,985 | +11.3% | 17,015 | -1.8% | 0.54% | -1.6% |
| Q3 2022 | $752,000 | -8.3% | 17,321 | +3.6% | 0.55% | -4.0% |
| Q2 2022 | $820,000 | -7.2% | 16,727 | +8.2% | 0.57% | +8.7% |
| Q1 2022 | $884,000 | +2.3% | 15,454 | +10.9% | 0.53% | +18.5% |
| Q4 2021 | $864,000 | +2.1% | 13,930 | +1.6% | 0.44% | +3.0% |
| Q3 2021 | $846,000 | -3.8% | 13,705 | +0.0% | 0.43% | -5.3% |
| Q2 2021 | $879,000 | -21.6% | 13,704 | -25.0% | 0.46% | -25.2% |
| Q1 2021 | $1,121,000 | +11.0% | 18,265 | +7.1% | 0.61% | -11.0% |
| Q4 2020 | $1,010,000 | +34.8% | 17,050 | +9.4% | 0.68% | +8.6% |
| Q3 2020 | $749,000 | 0.0% | 15,583 | 0.0% | 0.63% | -0.2% |
| Q2 2020 | $749,000 | – | 15,583 | – | 0.63% | – |
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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% |