VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 9 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,023,448 | +5.6% | 40,116 | +9.7% | 1.28% | +2.2% |
| Q2 2023 | $1,916,968 | +22.7% | 36,577 | +22.6% | 1.26% | +27.6% |
| Q1 2023 | $1,561,712 | +8.7% | 29,826 | +2.1% | 0.98% | -0.7% |
| Q4 2022 | $1,437,015 | +15.0% | 29,214 | +1.6% | 0.99% | +5.8% |
| Q3 2022 | $1,250,000 | -9.7% | 28,766 | +1.8% | 0.94% | -6.4% |
| Q2 2022 | $1,385,000 | -14.8% | 28,244 | -0.7% | 1.00% | -8.9% |
| Q1 2022 | $1,626,000 | -8.7% | 28,432 | -1.0% | 1.10% | -4.1% |
| Q4 2021 | $1,780,000 | – | 28,706 | – | 1.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 454,423 | $25,993,000 | 24.17% |
| Refined Wealth Management | 197,688 | $11,308,000 | 9.56% |
| Crewe Advisors LLC | 569,788 | $32,592,000 | 6.36% |
| Northland Capital Management LLC | 111,562 | $6,381,000 | 6.34% |
| LEO BROKERAGE, LLC | 558,751 | $31,961,000 | 5.09% |
| LIBRA WEALTH LLC | 81,553 | $6,087,000 | 3.49% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 96,680 | $5,530,000 | 2.27% |
| Stewardship Advisors, LLC | 104,605 | $5,983,000 | 2.21% |
| Permit Capital Advisors, LLC | 94,500 | $5,281,000 | 2.03% |
| Diversified Portfolios, Inc. | 97,088 | $5,553,000 | 1.33% |