Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 165 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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,926,428
+14.2%
77,844
+20.2%
0.15%
+11.6%
Q2 2023$3,438,465
+1.1%
64,742
-0.3%
0.14%
-6.1%
Q1 2023$3,400,143
+7.0%
64,938
+0.5%
0.15%
-2.0%
Q4 2022$3,177,242
+33.9%
64,591
+18.3%
0.15%
+21.0%
Q3 2022$2,373,000
-38.5%
54,618
-30.6%
0.12%
-38.9%
Q2 2022$3,861,000
-15.2%
78,733
-1.1%
0.20%
-10.6%
Q1 2022$4,552,000
+4.6%
79,572
+13.4%
0.23%
+4.6%
Q4 2021$4,351,000
+20.3%
70,162
+19.8%
0.22%
+5.3%
Q3 2021$3,617,000
+34.8%
58,577
+40.1%
0.21%
+27.2%
Q2 2021$2,683,000
+9.4%
41,822
+4.7%
0.16%
-17.3%
Q1 2021$2,452,000
+269.8%
39,953
+257.0%
0.20%
+284.3%
Q4 2020$663,000
+34.8%
11,191
+17.4%
0.05%
+21.4%
Q3 2020$492,000
+2.3%
9,536
-4.6%
0.04%
-6.7%
Q2 2020$481,000
-40.0%
9,994
-48.7%
0.04%
-48.9%
Q1 2020$801,000
+149.5%
19,474
+224.5%
0.09%
+151.4%
Q4 2019$321,000
+3.2%
6,002
-4.9%
0.04%
-7.9%
Q3 2019$311,000
+17.4%
6,312
+18.9%
0.04%
+8.6%
Q2 2019$265,000
+2.3%
5,3070.0%0.04%
-7.9%
Q1 2019$259,0005,3070.04%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders