WEALTHCARE CAPITAL MANAGEMENT LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$431,413
-6.1%
8,553
-1.2%
0.05%
-1.9%
Q2 2023$459,614
+3.9%
8,654
+2.5%
0.05%0.0%
Q1 2023$442,180
+1.8%
8,445
-4.4%
0.05%
-3.6%
Q4 2022$434,446
+32.5%
8,832
+17.0%
0.06%
+36.6%
Q3 2022$328,000
-26.0%
7,548
-16.4%
0.04%
-16.3%
Q2 2022$443,000
-11.6%
9,027
+3.0%
0.05%0.0%
Q1 2022$501,000
-13.2%
8,763
-5.9%
0.05%
-7.5%
Q4 2021$577,000
+7.1%
9,311
+6.7%
0.05%
+1.9%
Q3 2021$539,000
+141.7%
8,725
+151.2%
0.05%
+147.6%
Q2 2021$223,000
+6.2%
3,473
+1.4%
0.02%0.0%
Q1 2021$210,000
+0.5%
3,424
-2.9%
0.02%
-4.5%
Q4 2020$209,000
+273.2%
3,527
+160.9%
0.02%
+175.0%
Q1 2020$56,000
+93.1%
1,352
+151.8%
0.01%
+166.7%
Q4 2019$29,0005370.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 207,779$10,879,32014.54%
Refined Wealth Management 250,804$13,132,07311.60%
LEO BROKERAGE, LLC 721,603$37,831,1715.65%
Crewe Advisors LLC 462,307$24,206,3953.53%
Stewardship Advisors, LLC 145,231$7,604,2952.92%
Northland Capital Management LLC 62,174$3,255,4362.44%
OGOREK ANTHONY JOSEPH /NY/ /ADV 99,142$5,1912.12%
Financial Connections Group, Inc. 53,675$2,8102.00%
Hanson & Doremus Investment Management 171,065$8,9571.99%
DHK Financial Advisors, Inc. 29,500$1,544,6051.92%
View complete list of VANGUARD WORLD FD shareholders