MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,806,734
+1.6%
134,947
+7.0%
0.25%
+0.4%
Q2 2023$6,696,952
-0.5%
126,096
-1.9%
0.25%
-10.3%
Q1 2023$6,731,071
-4.6%
128,554
-10.4%
0.28%
-16.6%
Q4 2022$7,058,585
+438.4%
143,496
+375.5%
0.34%
+389.9%
Q3 2022$1,311,000
+283.3%
30,178
+405.3%
0.07%
+331.2%
Q1 2022$342,0005,9720.02%
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