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 454,423$25,993,00024.17%
Refined Wealth Management 197,688$11,308,0009.56%
Crewe Advisors LLC 569,788$32,592,0006.36%
Northland Capital Management LLC 111,562$6,381,0006.34%
LEO BROKERAGE, LLC 558,751$31,961,0005.09%
LIBRA WEALTH LLC 81,553$6,087,0003.49%
OGOREK ANTHONY JOSEPH /NY/ /ADV 96,680$5,530,0002.27%
Stewardship Advisors, LLC 104,605$5,983,0002.21%
Permit Capital Advisors, LLC 94,500$5,281,0002.03%
Diversified Portfolios, Inc. 97,088$5,553,0001.33%
View complete list of VANGUARD WORLD FD shareholders