Caprock Group, 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
Caprock Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,477,085
-5.0%
29,2840.0%0.11%
-1.8%
Q2 2023$1,555,273
+1.4%
29,2840.0%0.11%
-4.2%
Q1 2023$1,533,310
+16.6%
29,284
+9.6%
0.12%
-2.5%
Q4 2022$1,314,800
+28.8%
26,729
+13.7%
0.12%
+24.5%
Q3 2022$1,021,000
+93.0%
23,515
+118.0%
0.10%
+88.5%
Q2 2022$529,000
+90.3%
10,787
+122.0%
0.05%
+100.0%
Q1 2022$278,000
+16.8%
4,860
+26.9%
0.03%
+30.0%
Q4 2021$238,000
+0.8%
3,8300.0%0.02%
-4.8%
Q3 2021$236,000
-4.1%
3,8300.0%0.02%
-4.5%
Q2 2021$246,000
+4.7%
3,8300.0%0.02%
-15.4%
Q1 2021$235,000
+10.3%
3,830
+6.4%
0.03%
+8.3%
Q4 2020$213,000
-58.9%
3,601
-71.4%
0.02%
-75.5%
Q1 2020$518,000
-5.1%
12,588
+23.2%
0.10%0.0%
Q4 2019$546,000
+8.5%
10,2140.0%0.10%0.0%
Q3 2019$503,000
-1.4%
10,2140.0%0.10%
-2.0%
Q2 2019$510,000
+2.2%
10,2140.0%0.10%
+3.1%
Q1 2019$499,000
+9.7%
10,2140.0%0.10%
-7.6%
Q4 2018$455,00010,2140.10%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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