VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 165 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $202,545 | +7.6% | 3,818 | +9.9% | 0.00% | – |
Q2 2023 | $188,206 | +13.3% | 3,475 | +4.0% | 0.00% | – |
Q4 2022 | $166,048 | +5.8% | 3,341 | +0.0% | 0.00% | – |
Q3 2022 | $157,000 | -7.6% | 3,340 | -1.6% | 0.00% | – |
Q2 2022 | $170,000 | -19.4% | 3,396 | -5.9% | 0.00% | – |
Q1 2022 | $211,000 | -4.1% | 3,610 | +2.2% | 0.00% | – |
Q4 2021 | $220,000 | -1.8% | 3,531 | +2.7% | 0.00% | – |
Q3 2021 | $224,000 | +1.4% | 3,438 | +0.4% | 0.00% | – |
Q2 2021 | $221,000 | +2.8% | 3,423 | 0.0% | 0.00% | – |
Q1 2021 | $215,000 | +68.0% | 3,423 | +61.8% | 0.00% | – |
Q4 2020 | $128,000 | +11.3% | 2,115 | -4.5% | 0.00% | – |
Q3 2020 | $115,000 | +45.6% | 2,215 | +39.0% | 0.00% | – |
Q2 2020 | $79,000 | +119.4% | 1,594 | +76.7% | 0.00% | – |
Q1 2020 | $36,000 | +227.3% | 902 | +319.5% | 0.00% | – |
Q4 2019 | $11,000 | – | 215 | – | 0.00% | – |
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% |