PATHSTONE FAMILY OFFICE, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 205 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,055,860
+173.7%
40,759
+166.3%
0.02%
-5.9%
Q2 2022$751,000
-13.2%
15,304
+1.2%
0.02%
-15.0%
Q1 2022$865,000
-7.5%
15,118
+0.3%
0.02%
-13.0%
Q4 2021$935,000
+1.5%
15,080
+1.1%
0.02%
-14.8%
Q3 2021$921,00014,9180.03%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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