Tortoise Investment Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 247 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$166,149
-2.8%
3,294
+2.4%
0.02%0.0%
Q2 2023$170,908
+1.4%
3,2180.0%0.02%
-7.4%
Q1 2023$168,494
+8.6%
3,218
+2.1%
0.03%0.0%
Q4 2022$155,096
-53.4%
3,153
-58.9%
0.03%
-58.5%
Q3 2022$333,000
-4.9%
7,663
+7.3%
0.06%
-5.8%
Q2 2022$350,000
+12.5%
7,142
+31.2%
0.07%
+19.0%
Q1 2022$311,000
+101.9%
5,442
+119.7%
0.06%
+100.0%
Q4 2021$154,000
-9.9%
2,477
-10.7%
0.03%
-17.1%
Q3 2021$171,000
-3.4%
2,775
+0.5%
0.04%
-5.4%
Q2 2021$177,000
+25.5%
2,760
+20.5%
0.04%
+19.4%
Q1 2021$141,000
+17.5%
2,291
+12.9%
0.03%
+14.8%
Q4 2020$120,000
+22.4%
2,030
+7.1%
0.03%
+12.5%
Q3 2020$98,000
+172.2%
1,895
+152.7%
0.02%
+166.7%
Q2 2020$36,000
+16.1%
7500.0%0.01%0.0%
Q1 2020$31,0007500.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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