LAKE STREET ADVISORS GROUP, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$9,161,000
+92924.0%
121,790
-3.1%
0.54%0.0%
Q2 2023$9,848
+7.7%
125,696
-1.4%
0.54%
-3.7%
Q1 2023$9,144
+11.1%
127,516
+2.1%
0.56%
+4.2%
Q4 2022$8,228
-99.8%
124,928
+110.2%
0.54%
+100.0%
Q3 2022$3,738,000
-11.0%
59,422
-6.1%
0.27%
-9.4%
Q2 2022$4,201,000
-17.9%
63,274
+0.3%
0.30%
-8.3%
Q1 2022$5,115,000
+1.0%
63,085
+9.5%
0.33%
+2.2%
Q4 2021$5,064,000
+56.3%
57,616
+47.5%
0.32%
+33.5%
Q2 2021$3,240,000
+31.7%
39,074
+17.1%
0.24%
+19.5%
Q1 2021$2,461,000
+8.8%
33,363
+3.5%
0.20%
+7.0%
Q4 2020$2,262,000
+7.4%
32,241
-5.4%
0.19%
-6.0%
Q3 2020$2,107,000
+175.1%
34,094
+151.2%
0.20%
+155.1%
Q2 2020$766,000
+46.7%
13,575
+19.1%
0.08%
+20.0%
Q1 2020$522,00011,3970.06%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 328,570$20,309,00013.53%
LEO BROKERAGE, LLC 362,158$20,422,0008.44%
Orgel Wealth Management, LLC 258,797$15,996,0004.46%
Diversified Portfolios, Inc. 155,646$9,620,0004.16%
Stewardship Advisors, LLC 114,526$7,392,0003.70%
Crewe Advisors LLC 87,906$5,433,0002.55%
Stevard, LLC 66,612$4,117,0001.72%
MBE Wealth Management, LLC 32,235$1,817,0001.53%
Boston Standard Wealth Management, LLC 57,342$3,544,000,0001.49%
RETIREMENT CAPITAL STRATEGIES 41,685$2,524,0001.17%
View complete list of VANGUARD WORLD FD shareholders