Wealthsimple US, Ltd. - VANGUARD WORLD FD ownership

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
Wealthsimple US, Ltd. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2021$29,307,000
+1.1%
477,546
-2.4%
17.36%
+9.5%
Q4 2020$28,987,000
+21.0%
489,068
+5.3%
15.86%
-0.6%
Q3 2020$23,959,000
+18.3%
464,323
+10.3%
15.96%
+3.6%
Q2 2020$20,249,000
+24.4%
420,968
+6.4%
15.40%
+7.8%
Q1 2020$16,277,000395,55414.29%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 202,510$9,961,47814.16%
Refined Wealth Management 246,157$12,108,46810.60%
Stewardship Advisors, LLC 192,350$9,461,6973.81%
Crewe Advisors LLC 471,178$23,177,2463.68%
Northland Capital Management LLC 70,110$3,448,7202.73%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,943$4,8672.12%
Financial Connections Group, Inc. 47,777$2,3501.85%
DHK Financial Advisors, Inc. 26,055$1,281,6651.78%
BLUESTEM FINANCIAL ADVISORS, LLC 50,471$2,482,6841.63%
Hanson & Doremus Investment Management 147,812$7,2711.56%
View complete list of VANGUARD WORLD FD shareholders