HALBERT HARGROVE GLOBAL ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 167 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
HALBERT HARGROVE GLOBAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$218,896
-0.3%
3,822
+0.1%
0.01%
-7.1%
Q1 2024$219,472
-23.0%
3,819
-41.7%
0.01%
-36.4%
Q3 2022$285,000
-11.2%
6,553
+0.2%
0.02%
-8.3%
Q2 2022$321,000
-13.2%
6,538
+1.0%
0.02%0.0%
Q1 2022$370,000
+8.2%
6,471
+17.4%
0.02%
+9.1%
Q4 2021$342,000
+1.5%
5,512
+0.9%
0.02%
-4.3%
Q3 2021$337,000
-21.3%
5,464
-18.1%
0.02%
-17.9%
Q2 2021$428,000
+5.2%
6,672
+0.5%
0.03%
-3.4%
Q1 2021$407,000
+7.1%
6,639
+3.5%
0.03%0.0%
Q4 2020$380,000
-15.6%
6,414
-26.4%
0.03%
-32.6%
Q3 2020$450,000
+7.7%
8,718
+0.4%
0.04%
-29.5%
Q2 2020$418,000
+22.9%
8,684
+5.1%
0.06%
+3.4%
Q1 2020$340,0008,2600.06%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 239,295$12,708,96914.42%
Refined Wealth Management 256,695$13,633,09011.24%
LEO BROKERAGE, LLC 735,657$39,034,9364.45%
Crewe Advisors LLC 466,795$24,791,4833.48%
FLOW TRADERS U.S. LLC 1,410,083$74,8903.26%
Stewardship Advisors, LLC 145,896$7,748,5372.92%
LifeGuide Financial Advisors, LLC 66,983$3,557,4672.40%
DHK Financial Advisors, Inc. 50,467$2,680,2762.28%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,202$5,3212.04%
Hanson & Doremus Investment Management 180,747$9,5992.00%
View complete list of VANGUARD WORLD FD shareholders