J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 283 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,411,916
-23.9%
27,992
-19.9%
0.00%
-60.0%
Q2 2023$1,856,513
-17.8%
34,956
-18.9%
0.01%
+100.0%
Q1 2023$2,257,763
+88.5%
43,120
+77.1%
0.01%
+66.7%
Q4 2022$1,197,826
+30.5%
24,351
+15.2%
0.00%
+50.0%
Q3 2022$918,000
-7.4%
21,129
+4.5%
0.00%
-33.3%
Q2 2022$991,000
-43.2%
20,212
-33.7%
0.00%
-25.0%
Q1 2022$1,744,000
+5.9%
30,496
+14.8%
0.00%0.0%
Q4 2021$1,647,000
-2.2%
26,560
-2.6%
0.00%0.0%
Q3 2021$1,684,000
-4.4%
27,282
-0.7%
0.00%
-20.0%
Q2 2021$1,762,000
-3.8%
27,468
-8.0%
0.01%
-16.7%
Q1 2021$1,831,000
+39.8%
29,842
+35.0%
0.01%
+50.0%
Q4 2020$1,310,000
+100.6%
22,109
+74.7%
0.00%
+33.3%
Q3 2020$653,000
+14.0%
12,652
+6.1%
0.00%0.0%
Q2 2020$573,000
+167.8%
11,923
+197.4%
0.00%
+200.0%
Q4 2019$214,0004,0090.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 207,779$10,879,32014.54%
Refined Wealth Management 250,804$13,132,07311.60%
LEO BROKERAGE, LLC 721,603$37,831,1715.65%
Crewe Advisors LLC 462,307$24,206,3953.53%
Stewardship Advisors, LLC 145,231$7,604,2952.92%
Northland Capital Management LLC 62,174$3,255,4362.44%
OGOREK ANTHONY JOSEPH /NY/ /ADV 99,142$5,1912.12%
Financial Connections Group, Inc. 53,675$2,8102.00%
Hanson & Doremus Investment Management 171,065$8,9571.99%
DHK Financial Advisors, Inc. 29,500$1,544,6051.92%
View complete list of VANGUARD WORLD FD shareholders