VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 268 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,010 | -5.0% | 4,342 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $230,604 | +1.4% | 4,342 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $227,347 | +0.3% | 4,342 | -5.8% | 0.01% | 0.0% |
| Q4 2022 | $226,766 | +7.0% | 4,610 | -5.7% | 0.01% | 0.0% |
| Q3 2022 | $212,000 | -11.7% | 4,891 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -14.3% | 4,891 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $280,000 | -7.6% | 4,891 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $303,000 | +0.3% | 4,891 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $302,000 | -3.8% | 4,891 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $314,000 | -26.3% | 4,891 | -29.5% | 0.01% | -37.5% |
| Q1 2021 | $426,000 | +3.6% | 6,937 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $411,000 | +14.8% | 6,937 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $358,000 | +101.1% | 6,937 | +87.8% | 0.01% | +100.0% |
| Q2 2020 | $178,000 | – | 3,693 | – | 0.00% | – |
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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% |