Sageworth Trust Co - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 254 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sageworth Trust Co ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,215,705
-25.2%
24,102
-21.2%
0.09%
-22.6%
Q2 2023$1,624,742
+32.0%
30,592
+30.2%
0.12%
+26.4%
Q1 2023$1,230,512
+124194.1%
23,501
+16.8%
0.09%
+15.2%
Q4 2022$990
-99.9%
20,1220.0%0.08%
+2.6%
Q3 2022$874,000
+45.2%
20,122
+64.0%
0.08%
+48.1%
Q2 2022$602,000
-28.3%
12,271
-16.4%
0.05%
-20.0%
Q1 2022$840,000
+17.8%
14,684
+27.8%
0.06%
+18.2%
Q4 2021$713,000
+22.1%
11,491
+21.4%
0.06%
+17.0%
Q3 2021$584,000
+12.7%
9,465
+17.1%
0.05%
+14.6%
Q2 2021$518,000
+33.2%
8,080
+27.3%
0.04%
+28.1%
Q1 2021$389,000
+47.3%
6,346
+42.2%
0.03%
+33.3%
Q4 2020$264,000
+31.3%
4,462
+14.7%
0.02%
+9.1%
Q3 2020$201,000
+7.5%
3,8890.0%0.02%
+4.8%
Q2 2020$187,000
+16.9%
3,8890.0%0.02%
+5.0%
Q1 2020$160,000
-24.9%
3,889
-2.4%
0.02%
-13.0%
Q4 2019$213,000
+139.3%
3,984
+120.5%
0.02%
+130.0%
Q3 2019$89,0001,8070.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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