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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,093,011 | -4.7% | 21,670 | +0.4% | 0.27% | -2.8% |
| Q2 2023 | $1,146,734 | +2.4% | 21,592 | +1.0% | 0.28% | -3.8% |
| Q1 2023 | $1,119,412 | +5.8% | 21,379 | -0.6% | 0.29% | -0.7% |
| Q4 2022 | $1,057,660 | +9.0% | 21,502 | -3.7% | 0.30% | +1.4% |
| Q3 2022 | $970,000 | -11.0% | 22,325 | +0.5% | 0.29% | -8.2% |
| Q2 2022 | $1,090,000 | -10.9% | 22,220 | +3.8% | 0.32% | -1.6% |
| Q1 2022 | $1,224,000 | -5.2% | 21,400 | +2.8% | 0.32% | -6.9% |
| Q4 2021 | $1,291,000 | +0.7% | 20,817 | +0.2% | 0.35% | -7.7% |
| Q3 2021 | $1,282,000 | +18.7% | 20,770 | +23.4% | 0.38% | +13.6% |
| Q2 2021 | $1,080,000 | +20.7% | 16,837 | +15.4% | 0.33% | +10.0% |
| Q1 2021 | $895,000 | +4.7% | 14,590 | +1.1% | 0.30% | -1.0% |
| Q4 2020 | $855,000 | – | 14,425 | – | 0.30% | – |
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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% |