Diversified Portfolios, Inc. - 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
Diversified Portfolios, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$5,809,124
-2.4%
115,169
+2.8%
1.10%
-8.3%
Q2 2023$5,952,781
+5.3%
112,084
+3.9%
1.20%
-4.9%
Q1 2023$5,650,901
+0.9%
107,924
-5.2%
1.26%
-2.1%
Q4 2022$5,600,773
+11.1%
113,860
-1.8%
1.28%
-5.3%
Q3 2022$5,039,000
+6.5%
116,005
+20.2%
1.36%
+2.8%
Q2 2022$4,732,000
-14.8%
96,491
-0.6%
1.32%
-0.9%
Q1 2022$5,553,000
+0.3%
97,088
+8.8%
1.33%0.0%
Q4 2021$5,536,000
+0.3%
89,264
-0.1%
1.33%
-12.8%
Q3 2021$5,517,000
+3.8%
89,362
+7.8%
1.53%
-23.9%
Q2 2021$5,317,000
+4.5%
82,8850.0%2.00%
+19.8%
Q1 2021$5,087,000
-3.3%
82,885
-6.6%
1.67%
-11.1%
Q4 2020$5,260,000
+14.9%
88,7380.0%1.88%
-5.0%
Q3 2020$4,579,000
+13.5%
88,738
+5.8%
1.98%
+2.6%
Q2 2020$4,033,000
+17.1%
83,841
+0.2%
1.93%
+1.0%
Q1 2020$3,444,000
-23.0%
83,6900.0%1.91%
-9.9%
Q4 2019$4,474,000
+8.3%
83,690
-0.2%
2.12%
+1.3%
Q3 2019$4,132,00083,8482.09%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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