White Lighthouse Investment Management Inc. - 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
White Lighthouse Investment Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,463,142
+2.5%
68,659
+7.9%
0.84%
+4.3%
Q2 2023$3,378,359
+2.3%
63,611
+0.9%
0.81%
-3.1%
Q1 2023$3,300,921
-0.5%
63,043
-6.5%
0.83%
-7.7%
Q4 2022$3,316,114
+16.7%
67,456
+3.1%
0.90%
+8.9%
Q3 2022$2,841,000
-6.4%
65,408
+5.7%
0.83%
-4.8%
Q2 2022$3,036,000
-8.1%
61,899
+7.2%
0.87%
+3.5%
Q1 2022$3,304,000
+21.5%
57,765
+31.8%
0.84%
+23.9%
Q4 2021$2,719,000
+19.7%
43,835
+19.1%
0.68%
+11.3%
Q3 2021$2,271,000
+5.4%
36,791
+9.5%
0.61%
+3.2%
Q2 2021$2,155,000
+11.5%
33,599
+6.7%
0.59%
-0.2%
Q1 2021$1,933,000
+4.9%
31,493
+1.3%
0.59%
+0.5%
Q4 2020$1,842,000
+12.9%
31,084
-1.7%
0.59%
+4.1%
Q3 2020$1,632,000
+7.4%
31,630
+0.1%
0.56%
+1.3%
Q2 2020$1,520,000
+17.9%
31,600
+0.9%
0.56%
+3.5%
Q1 2020$1,289,000
+362.0%
31,320
+501.2%
0.54%
+428.4%
Q4 2019$279,000
+32.2%
5,210
+21.7%
0.10%
+20.0%
Q3 2019$211,0004,2800.08%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 454,423$25,993,00024.17%
Refined Wealth Management 197,688$11,308,0009.56%
Crewe Advisors LLC 569,788$32,592,0006.36%
Northland Capital Management LLC 111,562$6,381,0006.34%
LEO BROKERAGE, LLC 558,751$31,961,0005.09%
LIBRA WEALTH LLC 81,553$6,087,0003.49%
OGOREK ANTHONY JOSEPH /NY/ /ADV 96,680$5,530,0002.27%
Stewardship Advisors, LLC 104,605$5,983,0002.21%
Permit Capital Advisors, LLC 94,500$5,281,0002.03%
Diversified Portfolios, Inc. 97,088$5,553,0001.33%
View complete list of VANGUARD WORLD FD shareholders