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 | $686 | +3.6% | 13,631 | +9.2% | 0.60% | +9.1% |
| Q2 2023 | $662 | -8.9% | 12,481 | -10.9% | 0.55% | -17.1% |
| Q1 2023 | $727 | +22.6% | 14,014 | +16.1% | 0.66% | +17.4% |
| Q4 2022 | $593 | -99.9% | 12,066 | -13.5% | 0.56% | -6.8% |
| Q3 2022 | $606,000 | -24.7% | 13,954 | -1.5% | 0.60% | +3.6% |
| Q1 2022 | $805,000 | -8.9% | 14,162 | -0.6% | 0.58% | -3.3% |
| Q4 2021 | $884,000 | +43.0% | 14,252 | +42.2% | 0.60% | +25.1% |
| Q3 2021 | $618,000 | -3.0% | 10,025 | +0.2% | 0.48% | -6.8% |
| Q2 2021 | $637,000 | +4.4% | 10,003 | +0.7% | 0.52% | -5.1% |
| Q1 2021 | $610,000 | +14.7% | 9,931 | -0.6% | 0.54% | +6.7% |
| Q4 2020 | $532,000 | – | 9,995 | – | 0.51% | – |
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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% |