EQUITABLE TRUST CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 110 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EQUITABLE TRUST CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$202,137
-44.3%
3,806
-48.4%
0.02%
-48.3%
Q4 2022$362,727
+13.0%
7,374
-0.3%
0.03%
+7.4%
Q3 2022$321,000
-45.7%
7,397
-38.6%
0.03%
-38.6%
Q2 2022$591,000
-68.0%
12,049
-62.7%
0.04%
-63.0%
Q1 2022$1,848,000
-2.1%
32,311
+6.2%
0.12%
+1.7%
Q4 2021$1,887,000
+2.3%
30,424
+1.8%
0.12%
-0.8%
Q3 2021$1,844,000
-6.3%
29,873
-2.7%
0.12%
-6.3%
Q2 2021$1,969,000
+137.8%
30,699
+127.4%
0.13%
+103.2%
Q1 2021$828,000
+4.0%
13,499
+0.5%
0.06%
+5.1%
Q4 2020$796,000
+25.9%
13,434
+9.7%
0.06%
+9.3%
Q3 2020$632,000
+9.2%
12,249
+1.7%
0.05%
+1.9%
Q2 2020$579,000
-26.0%
12,047
-36.6%
0.05%
-38.4%
Q1 2020$782,000
+209.1%
19,006
+270.9%
0.09%
+218.5%
Q3 2019$253,000
-1.2%
5,1240.0%0.03%0.0%
Q2 2019$256,000
+2.4%
5,1240.0%0.03%
-6.9%
Q1 2019$250,000
+9.6%
5,1240.0%0.03%
-3.3%
Q4 2018$228,0005,1240.03%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders