GOULD ASSET MANAGEMENT LLC /CA/ - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 130 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,935,841
-3.0%
33,802
-2.7%
0.45%
-7.5%
Q1 2024$1,996,335
+10.9%
34,737
+6.6%
0.48%
+3.9%
Q4 2023$1,800,580
+20.8%
32,572
+10.2%
0.46%
+10.5%
Q3 2023$1,490,351
-5.6%
29,547
-0.6%
0.42%
-4.5%
Q2 2023$1,579,120
+11.4%
29,733
+9.8%
0.44%
+9.2%
Q1 2023$1,417,647
+6.8%
27,075
+0.3%
0.40%
+1.3%
Q4 2022$1,327,884
+63.9%
26,995
+44.8%
0.40%
+45.1%
Q3 2022$810,000
-6.4%
18,640
+5.7%
0.28%
-1.1%
Q2 2022$865,000
-15.3%
17,635
-1.2%
0.28%
-5.1%
Q1 2022$1,021,000
-24.6%
17,850
-18.2%
0.29%
-22.7%
Q4 2021$1,354,000
+27.1%
21,830
+26.6%
0.38%
+15.2%
Q3 2021$1,065,000
-5.2%
17,250
-1.5%
0.33%
+3.1%
Q2 2021$1,123,000
+37.5%
17,505
+31.6%
0.32%
+28.1%
Q1 2021$817,000
+3.5%
13,305
-0.1%
0.25%
+3.8%
Q4 2020$789,000
+41.7%
13,320
+23.4%
0.24%
+27.7%
Q3 2020$557,000
-7.0%
10,795
-13.4%
0.19%
-10.5%
Q2 2020$599,000
+16.1%
12,460
-0.7%
0.21%
+6.6%
Q1 2020$516,000
-39.7%
12,545
-21.6%
0.20%
-30.6%
Q4 2019$856,000
+14.6%
16,010
+5.7%
0.28%
+7.6%
Q3 2019$747,000
+2.5%
15,150
+3.7%
0.26%
+0.4%
Q2 2019$729,000
+2.8%
14,610
+0.7%
0.26%
-0.8%
Q1 2019$709,000
+9.2%
14,510
-0.4%
0.26%
-1.9%
Q4 2018$649,00014,5750.27%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 199,630$8,672,00012.59%
Refined Wealth Management 236,216$10,261,0009.26%
Crewe Advisors LLC 466,860$20,280,0003.66%
Stewardship Advisors, LLC 191,511$8,319,0003.60%
Northland Capital Management LLC 87,693$3,809,0003.57%
CBIZ Investment Advisory Services, LLC 61,000$2,650,0002.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,139$4,263,0002.03%
Financial Connections Group, Inc. 53,056$2,304,0001.94%
DHK Financial Advisors, Inc. 24,844$1,080,0001.77%
BLUESTEM FINANCIAL ADVISORS, LLC 51,168$2,223,0001.57%
View complete list of VANGUARD WORLD FD shareholders