Merriman Wealth Management, 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
Merriman Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$731,330
-93.2%
14,499
-92.8%
0.04%
-92.8%
Q2 2023$10,728,039
+1238.1%
201,997
+1219.2%
0.53%
+1187.8%
Q1 2023$801,737
+6.4%
15,3120.0%0.04%
+5.1%
Q4 2022$753,197
+13.3%
15,3120.0%0.04%
-11.4%
Q3 2022$665,000
-48.9%
15,312
-42.3%
0.04%
-51.6%
Q2 2022$1,301,000
-0.7%
26,522
+15.8%
0.09%
-15.7%
Q1 2022$1,310,000
-74.9%
22,902
-72.0%
0.11%
-47.6%
Q4 2021$5,226,000
+33.5%
81,895
+29.2%
0.21%
-36.8%
Q3 2021$3,915,000
-12.1%
63,409
-8.6%
0.33%
-14.7%
Q2 2021$4,452,000
-31.2%
69,409
-34.2%
0.38%
-48.4%
Q1 2021$6,472,000
+3.6%
105,459
+0.0%
0.74%
+10.3%
Q4 2020$6,248,000
+47.3%
105,409
+28.2%
0.67%
+5.8%
Q3 2020$4,241,000
+39.5%
82,199
+30.1%
0.63%
+31.3%
Q2 2020$3,040,000
+6.4%
63,199
-9.0%
0.48%
-22.2%
Q1 2020$2,857,000
-0.5%
69,430
+29.3%
0.62%
+12.3%
Q4 2019$2,871,000
+8.5%
53,7000.0%0.55%
+3.4%
Q3 2019$2,646,000
-77.6%
53,700
+128.7%
0.54%
+134.6%
Q2 2019$11,817,00023,4800.23%
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