VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 279 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,107 | -5.0% | 1,152 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $61,183 | +1.4% | 1,152 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $60,319 | +6.4% | 1,152 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $56,667 | -96.8% | 1,152 | -97.2% | 0.02% | -97.3% |
| Q3 2022 | $1,784,000 | +3085.7% | 41,078 | +3465.8% | 0.66% | +3175.0% |
| Q2 2022 | $56,000 | -97.6% | 1,152 | -97.2% | 0.02% | -97.4% |
| Q1 2022 | $2,327,000 | +68.0% | 40,684 | +81.4% | 0.76% | +64.6% |
| Q3 2021 | $1,385,000 | +66.9% | 22,428 | +73.4% | 0.46% | +65.5% |
| Q2 2021 | $830,000 | – | 12,934 | – | 0.28% | – |
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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% |