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 | $336,233 | +0.9% | 6,666 | +6.3% | 0.13% | +6.7% |
| Q2 2023 | $333,106 | +8.7% | 6,272 | +7.2% | 0.12% | +2.6% |
| Q1 2023 | $306,306 | +6.4% | 5,850 | 0.0% | 0.12% | -0.8% |
| Q4 2022 | $287,762 | +13.3% | 5,850 | 0.0% | 0.12% | +2.6% |
| Q3 2022 | $254,000 | -4.2% | 5,850 | +8.1% | 0.12% | -3.4% |
| Q2 2022 | $265,000 | -7.7% | 5,410 | +8.0% | 0.12% | +2.6% |
| Q1 2022 | $287,000 | +17.6% | 5,010 | +27.2% | 0.12% | +7.4% |
| Q4 2021 | $244,000 | – | 3,939 | – | 0.11% | – |
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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% |