Ellevest, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 283 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$151,615
+25.5%
2,896
+18.0%
0.01%
+20.0%
Q4 2022$120,781
+157.0%
2,455
+125.6%
0.01%
+150.0%
Q3 2022$47,000
-11.3%
1,088
+0.3%
0.00%
-20.0%
Q2 2022$53,000
-13.1%
1,085
+1.3%
0.01%0.0%
Q1 2022$61,000
-7.6%
1,071
+0.2%
0.01%
-16.7%
Q4 2021$66,000
-68.7%
1,069
-68.7%
0.01%
-71.4%
Q3 2021$211,000
-29.4%
3,419
-26.6%
0.02%
-30.0%
Q2 2021$299,000
+39.1%
4,656
+33.1%
0.03%
+15.4%
Q1 2021$215,000
+9.7%
3,498
+6.0%
0.03%
-10.3%
Q4 2020$196,000
+18.1%
3,300
+2.4%
0.03%
-3.3%
Q3 2020$166,000
+39.5%
3,224
+30.1%
0.03%
+20.0%
Q2 2020$119,000
+815.4%
2,478
+715.1%
0.02%
+525.0%
Q1 2020$13,000
-18.8%
3040.0%0.00%0.0%
Q4 2019$16,000
-95.4%
304
-95.7%
0.00%
-96.7%
Q3 2019$345,000
+1.5%
6,994
+2.7%
0.12%
-10.4%
Q2 2019$340,0006,8080.14%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
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