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 | $263,095 | -5.0% | 5,216 | 0.0% | 0.03% | -6.7% |
Q2 2023 | $277,022 | +1.4% | 5,216 | 0.0% | 0.03% | -3.2% |
Q1 2023 | $273,110 | +6.4% | 5,216 | 0.0% | 0.03% | -3.1% |
Q4 2022 | $256,575 | +13.0% | 5,216 | 0.0% | 0.03% | -5.9% |
Q3 2022 | $227,000 | -11.3% | 5,216 | 0.0% | 0.03% | -15.0% |
Q2 2022 | $256,000 | -15.0% | 5,216 | 0.0% | 0.04% | -11.1% |
Q1 2022 | $301,000 | -6.8% | 5,216 | 0.0% | 0.04% | -8.2% |
Q4 2021 | $323,000 | +0.3% | 5,216 | 0.0% | 0.05% | -12.5% |
Q3 2021 | $322,000 | -3.9% | 5,216 | 0.0% | 0.06% | -13.8% |
Q2 2021 | $335,000 | +20.9% | 5,216 | +15.5% | 0.06% | +14.0% |
Q1 2021 | $277,000 | +23.1% | 4,515 | +19.0% | 0.06% | +7.5% |
Q4 2020 | $225,000 | – | 3,794 | – | 0.05% | – |
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% |