Elmwood Wealth Management, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 254 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Elmwood Wealth Management, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$143,000
-3.4%
2,3000.0%0.07%
-12.8%
Q2 2021$148,000
+5.0%
2,3000.0%0.08%
-9.3%
Q1 2021$141,000
+27.0%
2,3000.0%0.09%
-4.4%
Q3 2020$111,0000.0%2,3000.0%0.09%0.0%
Q2 2020$111,000
+270.0%
2,300
+283.3%
0.09%
+200.0%
Q3 2019$30,0000.0%6000.0%0.03%
+11.1%
Q2 2019$30,000
+3.4%
6000.0%0.03%0.0%
Q1 2019$29,000
+7.4%
6000.0%0.03%
+3.8%
Q4 2018$27,0006000.03%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders