Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 247 filers reported holding VANGUARD WORLD FD in Q4 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
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 Q4 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders