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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $715,291 | +10.5% | 12,939 | +0.8% | 0.37% | -3.1% |
| Q3 2023 | $647,532 | -1.9% | 12,838 | +3.3% | 0.38% | -16.5% |
| Q2 2023 | $660,011 | +7.9% | 12,427 | +6.4% | 0.46% | -0.6% |
| Q1 2023 | $611,826 | +6.5% | 11,685 | +0.1% | 0.46% | -2.3% |
| Q4 2022 | $574,273 | +13.9% | 11,675 | +0.7% | 0.48% | +2.2% |
| Q3 2022 | $504,000 | +105.7% | 11,592 | +132.0% | 0.46% | +106.7% |
| Q2 2022 | $245,000 | -51.5% | 4,996 | -43.5% | 0.22% | -39.4% |
| Q1 2022 | $505,000 | -7.0% | 8,841 | +1.1% | 0.37% | -8.8% |
| Q4 2021 | $543,000 | – | 8,748 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 207,779 | $10,879,320 | 14.54% |
| Refined Wealth Management | 250,804 | $13,132,073 | 11.60% |
| LEO BROKERAGE, LLC | 721,603 | $37,831,171 | 5.65% |
| Crewe Advisors LLC | 462,307 | $24,206,395 | 3.53% |
| Stewardship Advisors, LLC | 145,231 | $7,604,295 | 2.92% |
| Northland Capital Management LLC | 62,174 | $3,255,436 | 2.44% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 99,142 | $5,191 | 2.12% |
| Financial Connections Group, Inc. | 53,675 | $2,810 | 2.00% |
| Hanson & Doremus Investment Management | 171,065 | $8,957 | 1.99% |
| DHK Financial Advisors, Inc. | 29,500 | $1,544,605 | 1.92% |