Autus Asset Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 268 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Autus Asset Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2022$710,402
+7.0%
14,442
-5.4%
0.13%
+0.8%
Q3 2022$664,000
-11.9%
15,267
-0.6%
0.13%
-5.2%
Q2 2022$754,000
-15.8%
15,366
-1.9%
0.13%0.0%
Q1 2022$896,000
-11.1%
15,671
-3.6%
0.13%
+32.7%
Q4 2021$1,008,000
+7.5%
16,249
+6.9%
0.10%
-1.9%
Q3 2021$938,000
+7.7%
15,198
+11.9%
0.10%
+8.4%
Q2 2021$871,000
+17.7%
13,577
+12.6%
0.10%
+9.2%
Q1 2021$740,000
+38.3%
12,062
+33.5%
0.09%
+26.1%
Q4 2020$535,000
+24.7%
9,033
+8.7%
0.07%
+21.1%
Q3 2020$429,000
+17.2%
8,309
+9.3%
0.06%
+7.5%
Q2 2020$366,000
+38.1%
7,603
+17.9%
0.05%
+12.8%
Q1 2020$265,000
+24.4%
6,449
+62.1%
0.05%
+51.6%
Q4 2019$213,0003,9790.03%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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