PRIO WEALTH LIMITED PARTNERSHIP - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 235 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
PRIO WEALTH LIMITED PARTNERSHIP ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$200,853
-4.4%
3,982
+0.7%
0.01%0.0%
Q2 2023$210,051
+1.4%
3,9550.0%0.01%0.0%
Q1 2023$207,084
-46.8%
3,955
-55.8%
0.01%
-52.9%
Q3 2022$389,005
-10.4%
8,955
+1.1%
0.02%0.0%
Q2 2022$434,249
+95339.3%
8,855
+11.2%
0.02%
+13.3%
Q1 2022$455
-99.9%
7,960
+19.5%
0.02%
+15.4%
Q4 2021$413,000
+0.5%
6,6600.0%0.01%
-7.1%
Q3 2021$411,000
+0.7%
6,660
+4.7%
0.01%0.0%
Q2 2021$408,000
+23.3%
6,360
+17.8%
0.01%
+16.7%
Q1 2021$331,000
+13.0%
5,400
+9.1%
0.01%
+9.1%
Q4 2020$293,000
+22.1%
4,950
+6.5%
0.01%
+10.0%
Q3 2020$240,000
+7.1%
4,6500.0%0.01%0.0%
Q2 2020$224,0004,6500.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 454,423$25,993,00024.17%
Refined Wealth Management 197,688$11,308,0009.56%
Crewe Advisors LLC 569,788$32,592,0006.36%
Northland Capital Management LLC 111,562$6,381,0006.34%
LEO BROKERAGE, LLC 558,751$31,961,0005.09%
LIBRA WEALTH LLC 81,553$6,087,0003.49%
OGOREK ANTHONY JOSEPH /NY/ /ADV 96,680$5,530,0002.27%
Stewardship Advisors, LLC 104,605$5,983,0002.21%
Permit Capital Advisors, LLC 94,500$5,281,0002.03%
Diversified Portfolios, Inc. 97,088$5,553,0001.33%
View complete list of VANGUARD WORLD FD shareholders