Orgel Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 248 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,304,046
-2.3%
85,330
+2.9%
0.15%
+0.7%
Q2 2023$4,403,457
-4.3%
82,912
-5.7%
0.14%
-12.1%
Q1 2023$4,603,282
-29.6%
87,916
-33.9%
0.16%
-34.5%
Q4 2022$6,540,352
-42.1%
132,961
-48.9%
0.25%
-54.8%
Q3 2022$11,300,000
-11.7%
260,134
-0.3%
0.56%
-22.9%
Q2 2022$12,791,000
-14.2%
260,819
+0.1%
0.72%
-29.2%
Q1 2022$14,901,000
+5.3%
260,510
+14.2%
1.02%
-25.2%
Q4 2021$14,154,000
+7.6%
228,217
+7.1%
1.37%
-8.6%
Q3 2021$13,154,000
-1.9%
213,056
+1.9%
1.50%
-11.1%
Q2 2021$13,411,000
+8.8%
209,071
+4.1%
1.68%
-3.6%
Q1 2021$12,322,000
+3.7%
200,785
+0.1%
1.74%
-28.4%
Q4 2020$11,886,000
+15.9%
200,545
+0.9%
2.44%
-14.8%
Q3 2020$10,256,000
+4.5%
198,769
-2.5%
2.86%
-22.6%
Q2 2020$9,810,000
+155.3%
203,949
+118.4%
3.70%
+142.7%
Q1 2020$3,842,000
-10.0%
93,364
+16.9%
1.52%
+29.8%
Q4 2019$4,269,000
+10.3%
79,849
+1.7%
1.17%
-19.3%
Q3 2019$3,871,00078,5421.45%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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