EP Wealth Advisors, 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
EP Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$122,872
-59.1%
2,436
-60.1%
0.00%
-60.0%
Q4 2022$300,305
+22.6%
6,105
+22.2%
0.01%
-16.7%
Q2 2022$245,000
-81.3%
4,995
-78.2%
0.01%
-79.3%
Q1 2022$1,309,000
+41.4%
22,880
+52.5%
0.03%
+16.0%
Q3 2021$926,000
+0.5%
15,0000.0%0.02%
-13.8%
Q1 2021$921,000
+3.6%
15,0000.0%0.03%
-6.5%
Q4 2020$889,000
+14.9%
15,0000.0%0.03%
-6.1%
Q3 2020$774,000
-15.3%
15,0000.03%
-15.4%
Q2 2020$914,000
-25.4%
0
-100.0%
0.04%
-35.0%
Q1 2020$1,226,00029,8000.06%
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