FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 182 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$221,936
-5.0%
4,4000.0%0.01%
-6.7%
Q2 2023$233,684
+1.4%
4,4000.0%0.02%0.0%
Q1 2023$230,384
-0.9%
4,400
-6.9%
0.02%
-6.2%
Q4 2022$232,423
-9.9%
4,725
-10.4%
0.02%
-11.1%
Q2 2022$258,000
-14.3%
5,2750.0%0.02%
-5.3%
Q1 2022$301,000
-2.9%
5,275
+5.5%
0.02%
-5.0%
Q4 2021$310,000
+1.6%
5,000
+1.0%
0.02%
-4.8%
Q3 2021$305,000
-2.9%
4,950
+1.0%
0.02%
-4.5%
Q2 2021$314,000
+4.7%
4,9000.0%0.02%
+100.0%
Q1 2021$300,000
+4.5%
4,900
+1.0%
0.01%
-8.3%
Q4 2020$287,000
+28.1%
4,850
+11.5%
0.01%
+9.1%
Q3 2020$224,0004,3500.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 202,510$9,961,47814.16%
Refined Wealth Management 246,157$12,108,46810.60%
Stewardship Advisors, LLC 192,350$9,461,6973.81%
Crewe Advisors LLC 471,178$23,177,2463.68%
Northland Capital Management LLC 70,110$3,448,7202.73%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,943$4,8672.12%
Financial Connections Group, Inc. 47,777$2,3501.85%
DHK Financial Advisors, Inc. 26,055$1,281,6651.78%
BLUESTEM FINANCIAL ADVISORS, LLC 50,471$2,482,6841.63%
Hanson & Doremus Investment Management 147,812$7,2711.56%
View complete list of VANGUARD WORLD FD shareholders