Valeo Financial Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 193 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$301,667
+0.0%
5,981
+5.3%
0.01%0.0%
Q2 2023$301,581
+17.9%
5,678
+16.2%
0.01%
+16.7%
Q1 2023$255,842
+6.6%
4,886
+0.1%
0.01%
-7.7%
Q4 2022$240,096
+67.9%
4,881
+109.3%
0.01%
+85.7%
Q1 2021$143,000
+3.6%
2,3320.0%0.01%0.0%
Q4 2020$138,000
+19.0%
2,332
+4.0%
0.01%
-30.0%
Q3 2020$116,000
+7.4%
2,2430.0%0.01%0.0%
Q2 2020$108,000
+12.5%
2,2430.0%0.01%0.0%
Q1 2020$96,000
-2.0%
2,243
+22.6%
0.01%0.0%
Q4 2019$98,000
+8.9%
1,8300.0%0.01%0.0%
Q3 2019$90,000
+55.2%
1,830
+58.0%
0.01%
+42.9%
Q2 2019$58,000
+16.0%
1,158
+13.1%
0.01%
+16.7%
Q1 2019$50,0001,0240.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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