Sowell Financial Services 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
Sowell Financial Services LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$256
-99.9%
4,896
-19.4%
0.02%
+53.8%
Q1 2021$386,000
+36.9%
6,076
+27.9%
0.01%
+8.3%
Q4 2020$282,000
-17.5%
4,752
-28.4%
0.01%
-29.4%
Q3 2020$342,000
+16.3%
6,636
+8.6%
0.02%
+6.2%
Q2 2020$294,000
+50.0%
6,112
+28.2%
0.02%
+6.7%
Q1 2020$196,000
+5.9%
4,767
+38.0%
0.02%
+7.1%
Q4 2019$185,000
+107.9%
3,455
+90.9%
0.01%
+100.0%
Q3 2019$89,0001,8100.01%
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