Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 194 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
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$286,006
+11.8%
4,994
+12.2%
0.00%0.0%
Q1 2024$255,740
+4.0%
4,4500.0%0.00%0.0%
Q4 2023$245,991
+1045.4%
4,450
+944.6%
0.00%
Q3 2023$21,476
-5.0%
4260.0%0.00%
Q2 2023$22,610
+20.8%
426
+19.0%
0.00%
Q1 2023$18,722
+6.8%
358
+0.3%
0.00%
Q4 2022$17,538
+16.9%
357
+0.3%
0.00%
Q3 2022$15,000
-34.8%
356
-24.9%
0.00%
Q2 2022$23,000
+15.0%
474
+33.1%
0.00%
Q1 2022$20,000
-9.1%
3560.0%0.00%
Q4 2021$22,0000.0%3560.0%0.00%
Q3 2021$22,000
-4.3%
3560.0%0.00%
Q2 2021$23,000
-100.0%
356
-93.7%
0.00%
-100.0%
Q1 2021$346,250,000
+1731150.0%
5,642
+1535.4%
0.00%
Q4 2020$20,000
+11.1%
3450.0%0.00%
Q3 2020$18,000
+5.9%
3450.0%0.00%
Q2 2020$17,0003450.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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