AllSquare Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 254 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$83,478
-3.1%
1,6550.0%0.05%
-3.6%
Q2 2023$86,176
-0.6%
1,6550.0%0.06%0.0%
Q1 2023$86,656
+6.4%
1,6550.0%0.06%0.0%
Q4 2022$81,409
+13.1%
1,6550.0%0.06%
+7.7%
Q3 2022$72,000
-11.1%
1,6550.0%0.05%
-5.5%
Q2 2022$81,000
+28.6%
1,655
+50.2%
0.06%
+44.7%
Q1 2022$63,000
-7.4%
1,1020.0%0.04%
-5.0%
Q4 2021$68,0000.0%1,1020.0%0.04%
-2.4%
Q3 2021$68,000
+11.5%
1,102
+15.3%
0.04%
+13.9%
Q2 2021$61,000
+3.4%
9560.0%0.04%0.0%
Q1 2021$59,0009560.04%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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