MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 310 filers reported holding VANGUARD WORLD FD in Q4 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
Q2 2024$7,208,452
-19.0%
125,868
-18.7%
0.19%
-18.4%
Q1 2024$8,899,846
+24.8%
154,861
+20.0%
0.23%
+0.9%
Q4 2023$7,132,632
+4.8%
129,027
-4.4%
0.23%
-8.7%
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 239,295$12,708,96914.42%
Refined Wealth Management 256,695$13,633,09011.24%
LEO BROKERAGE, LLC 735,657$39,034,9364.45%
Crewe Advisors LLC 466,795$24,791,4833.48%
FLOW TRADERS U.S. LLC 1,410,083$74,8903.26%
Stewardship Advisors, LLC 145,896$7,748,5372.92%
LifeGuide Financial Advisors, LLC 66,983$3,557,4672.40%
DHK Financial Advisors, Inc. 50,467$2,680,2762.28%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,202$5,3212.04%
Hanson & Doremus Investment Management 180,747$9,5992.00%
View complete list of VANGUARD WORLD FD shareholders