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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $297,596 | -5.0% | 5,900 | 0.0% | 0.04% | -2.8% |
Q2 2023 | $313,349 | +1.4% | 5,900 | 0.0% | 0.04% | -5.3% |
Q1 2023 | $308,924 | +6.4% | 5,900 | 0.0% | 0.04% | +2.7% |
Q4 2022 | $290,221 | +13.4% | 5,900 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $256,000 | -11.4% | 5,900 | 0.0% | 0.04% | -5.1% |
Q2 2022 | $289,000 | -14.2% | 5,900 | 0.0% | 0.04% | -13.3% |
Q1 2022 | $337,000 | -7.9% | 5,900 | 0.0% | 0.04% | -2.2% |
Q4 2021 | $366,000 | +0.5% | 5,900 | 0.0% | 0.05% | -9.8% |
Q3 2021 | $364,000 | -3.7% | 5,900 | 0.0% | 0.05% | -5.6% |
Q2 2021 | $378,000 | +4.4% | 5,900 | 0.0% | 0.05% | -3.6% |
Q1 2021 | $362,000 | +3.4% | 5,900 | 0.0% | 0.06% | -18.8% |
Q4 2020 | $350,000 | +15.1% | 5,900 | 0.0% | 0.07% | 0.0% |
Q3 2020 | $304,000 | -38.1% | 5,900 | -42.2% | 0.07% | -44.4% |
Q2 2020 | $491,000 | +14.2% | 10,210 | -2.4% | 0.12% | +7.8% |
Q1 2020 | $430,000 | -23.1% | 10,460 | 0.0% | 0.12% | -7.3% |
Q4 2019 | $559,000 | – | 10,460 | – | 0.12% | – |
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% |