Crewe Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 268 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Crewe Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$24,872,116
+0.3%
493,103
+5.6%
4.30%
+23.6%
Q2 2023$24,791,483
+2.4%
466,795
+1.0%
3.48%
-1.4%
Q1 2023$24,206,395
+4.4%
462,307
-1.9%
3.53%
-4.0%
Q4 2022$23,177,246
+14.3%
471,178
+0.9%
3.68%
+0.3%
Q3 2022$20,280,000
-11.3%
466,860
+0.2%
3.66%
-27.4%
Q2 2022$22,859,000
-29.9%
466,130
-18.2%
5.05%
-20.6%
Q1 2022$32,592,000
-7.5%
569,788
+0.2%
6.36%
-11.3%
Q4 2021$35,250,000
+26.9%
568,369
+26.4%
7.17%
+9.2%
Q3 2021$27,769,000
+275.2%
449,772
+289.8%
6.56%
+257.4%
Q2 2021$7,402,000
-16.4%
115,400
-20.0%
1.84%
-16.4%
Q1 2021$8,858,000
+42.9%
144,333
+38.0%
2.20%
-11.4%
Q4 2020$6,199,000
+80.0%
104,593
+56.7%
2.48%
+53.6%
Q3 2020$3,443,000
+46.8%
66,726
+36.8%
1.62%
+40.9%
Q2 2020$2,346,000
+16.9%
48,7720.0%1.15%
-4.3%
Q1 2020$2,007,000
+6.6%
48,772
+38.5%
1.20%
+45.4%
Q4 2019$1,882,00035,2020.82%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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