VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 241 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $263,213 | -0.3% | 4,596 | 0.0% | 0.11% | -2.6% |
Q1 2024 | $264,132 | +4.6% | 4,596 | +0.6% | 0.12% | -10.1% |
Q4 2023 | $252,519 | +11.1% | 4,568 | +1.4% | 0.13% | -4.4% |
Q3 2023 | $227,333 | -5.0% | 4,507 | 0.0% | 0.14% | -0.7% |
Q2 2023 | $239,367 | +2.2% | 4,507 | +0.8% | 0.14% | -2.9% |
Q1 2023 | $234,206 | +6.4% | 4,473 | 0.0% | 0.14% | -10.3% |
Q4 2022 | $220,027 | +9.5% | 4,473 | +9.2% | 0.16% | -8.8% |
Q2 2022 | $201,000 | -14.1% | 4,098 | 0.0% | 0.17% | -10.0% |
Q1 2022 | $234,000 | -7.1% | 4,098 | +1.0% | 0.19% | -2.6% |
Q4 2021 | $252,000 | – | 4,058 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Platt Investment Counsel, LLC | 199,630 | $8,672,000 | 12.59% |
Refined Wealth Management | 236,216 | $10,261,000 | 9.26% |
Crewe Advisors LLC | 466,860 | $20,280,000 | 3.66% |
Stewardship Advisors, LLC | 191,511 | $8,319,000 | 3.60% |
Northland Capital Management LLC | 87,693 | $3,809,000 | 3.57% |
CBIZ Investment Advisory Services, LLC | 61,000 | $2,650,000 | 2.66% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,139 | $4,263,000 | 2.03% |
Financial Connections Group, Inc. | 53,056 | $2,304,000 | 1.94% |
DHK Financial Advisors, Inc. | 24,844 | $1,080,000 | 1.77% |
BLUESTEM FINANCIAL ADVISORS, LLC | 51,168 | $2,223,000 | 1.57% |