MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 9 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2023
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