Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 279 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q1 2023
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