CPWM, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 128 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CPWM, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$1,601,000
-14.2%
32,6400.0%0.14%
+6.7%
Q1 2022$1,867,000
-7.3%
32,6400.0%0.13%
-15.7%
Q4 2021$2,015,000
+0.6%
32,6400.0%0.16%
-7.6%
Q1 2021$2,003,000
+3.5%
32,6400.0%0.17%
-2.3%
Q4 2020$1,935,000
+14.9%
32,6400.0%0.18%
-0.6%
Q3 2020$1,684,000
+7.3%
32,6400.0%0.18%
-1.1%
Q2 2020$1,570,000
+16.9%
32,6400.0%0.18%
-8.7%
Q1 2020$1,343,000
-23.0%
32,6400.0%0.20%
-8.0%
Q4 2019$1,745,000
+8.5%
32,6400.0%0.21%
+0.9%
Q3 2019$1,609,000
-1.2%
32,6400.0%0.21%
-7.0%
Q2 2019$1,629,000
+2.2%
32,6400.0%0.23%
-0.9%
Q1 2019$1,594,000
+9.8%
32,6400.0%0.23%
-3.8%
Q4 2018$1,452,00032,6400.24%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 454,423$25,993,00024.17%
Refined Wealth Management 197,688$11,308,0009.56%
Crewe Advisors LLC 569,788$32,592,0006.36%
Northland Capital Management LLC 111,562$6,381,0006.34%
LEO BROKERAGE, LLC 558,751$31,961,0005.09%
LIBRA WEALTH LLC 81,553$6,087,0003.49%
OGOREK ANTHONY JOSEPH /NY/ /ADV 96,680$5,530,0002.27%
Stewardship Advisors, LLC 104,605$5,983,0002.21%
Permit Capital Advisors, LLC 94,500$5,281,0002.03%
Diversified Portfolios, Inc. 97,088$5,553,0001.33%
View complete list of VANGUARD WORLD FD shareholders