LAKE STREET ADVISORS GROUP, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 235 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$797,000
+83181.1%
15,806
-12.3%
0.05%
-11.3%
Q2 2023$957
+2.7%
18,020
+1.2%
0.05%
-8.6%
Q1 2023$932
+6.6%
17,799
+0.2%
0.06%0.0%
Q4 2022$874
-99.9%
17,763
-46.0%
0.06%
-44.2%
Q3 2022$1,429,000
-57.8%
32,886
-52.4%
0.10%
-56.8%
Q2 2022$3,386,000
-39.0%
69,054
-28.9%
0.24%
-31.9%
Q1 2022$5,555,000
-33.1%
97,114
-27.5%
0.35%
-32.4%
Q4 2021$8,309,000
+15.2%
133,980
+19.2%
0.52%
-1.5%
Q2 2021$7,210,000
+6.6%
112,410
+2.0%
0.53%
-3.3%
Q1 2021$6,761,000
+4.2%
110,176
+0.7%
0.55%
+2.4%
Q4 2020$6,487,000
+15.0%
109,444
+0.1%
0.54%
+0.9%
Q3 2020$5,642,000
+67.7%
109,335
+56.3%
0.53%
+56.0%
Q2 2020$3,364,000
+23.6%
69,940
+5.7%
0.34%
+0.9%
Q1 2020$2,722,000
+215.0%
66,149
+309.5%
0.34%
+297.6%
Q4 2019$864,000
+129.2%
16,153
+111.3%
0.08%
+107.3%
Q3 2019$377,000
-0.5%
7,645
+0.6%
0.04%
+2.5%
Q2 2019$379,000
+3.3%
7,602
+1.0%
0.04%
+2.6%
Q1 2019$367,0007,5250.04%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
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