Boston Standard Wealth Management, 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
Boston Standard Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$1,715,0000.0%34,0090.0%0.45%0.0%
Q3 2023$1,715,000
-9.4%
34,009
-4.5%
0.45%
-6.4%
Q2 2023$1,892,000
+2.0%
35,621
+0.6%
0.48%
-9.0%
Q1 2023$1,854,000
-8.4%
35,413
-14.0%
0.53%
-11.5%
Q4 2022$2,025,000
-99.9%
41,162
+0.2%
0.60%
+0.3%
Q3 2022$1,784,000,000
-10.2%
41,071
+1.4%
0.60%
-6.3%
Q2 2022$1,987,000,000
-8.6%
40,520
+6.6%
0.64%
+2.6%
Q1 2022$2,173,000,000
-4.3%
37,996
+3.8%
0.62%
-1.6%
Q4 2021$2,271,000,000
+3.8%
36,610
+3.3%
0.63%
-3.2%
Q3 2021$2,187,000,000
+0.5%
35,426
+4.4%
0.65%
-0.6%
Q2 2021$2,176,000,000
+27.5%
33,921
+21.9%
0.66%
+18.6%
Q1 2021$1,707,000,000
+16.6%
27,827
+12.7%
0.56%
+1.8%
Q4 2020$1,464,000,000
+18.8%
24,694
+3.4%
0.54%
+5.0%
Q3 2020$1,232,000,000
+13.1%
23,876
+5.5%
0.52%
+5.5%
Q2 2020$1,089,000,000
+28.9%
22,641
+5.6%
0.49%
+7.2%
Q1 2020$845,000,000
-18.1%
21,437
+11.0%
0.46%
-0.4%
Q4 2019$1,032,000,000
+9.0%
19,310
+0.5%
0.46%
+0.9%
Q3 2019$947,000,000
-4.2%
19,210
-2.1%
0.46%
-5.6%
Q2 2019$989,000,000
+37.7%
19,622
+35.5%
0.48%
+29.4%
Q1 2019$718,000,00014,4760.37%
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