EP Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 165 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders