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

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 248 filers reported holding VANGUARD WORLD FD in Q2 2022. 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
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 Q2 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders