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 | $858,822 | -3.2% | 17,027 | +1.9% | 0.35% | +2.9% |
| Q2 2023 | $887,163 | -5.8% | 16,704 | -7.1% | 0.34% | -11.2% |
| Q1 2023 | $941,697 | +10.8% | 17,985 | +4.0% | 0.38% | +4.9% |
| Q4 2022 | $850,250 | +31.4% | 17,285 | +16.0% | 0.36% | +19.3% |
| Q3 2022 | $647,000 | +35.1% | 14,899 | +52.7% | 0.31% | +40.4% |
| Q2 2022 | $479,000 | -16.3% | 9,758 | -2.4% | 0.22% | -4.4% |
| Q1 2022 | $572,000 | -14.9% | 10,002 | -7.7% | 0.23% | -12.3% |
| Q4 2021 | $672,000 | +41.8% | 10,834 | +41.2% | 0.26% | +30.7% |
| Q3 2021 | $474,000 | +40.7% | 7,673 | +45.8% | 0.20% | +39.2% |
| Q2 2021 | $337,000 | +5.0% | 5,261 | +0.7% | 0.14% | -2.1% |
| Q1 2021 | $321,000 | -7.8% | 5,227 | -10.9% | 0.15% | -14.1% |
| Q4 2020 | $348,000 | +14.9% | 5,867 | +0.0% | 0.17% | -5.0% |
| Q3 2020 | $303,000 | – | 5,865 | – | 0.18% | – |
Download | ||||||
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% |