Beacon Pointe Advisors, LLC - 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
Beacon Pointe Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,779,585
+15.2%
94,759
+21.3%
0.06%
-11.8%
Q2 2023$4,148,588
+49.4%
78,114
+47.3%
0.07%
+44.7%
Q1 2023$2,776,423
-0.1%
53,024
-6.1%
0.05%
-13.0%
Q4 2022$2,778,743
-3.8%
56,489
-15.1%
0.05%
-16.9%
Q3 2022$2,889,000
-9.4%
66,511
+2.3%
0.06%
-3.0%
Q2 2022$3,188,000
-43.9%
65,046
-34.5%
0.07%
-14.1%
Q1 2022$5,682,000
+54.5%
99,337
+67.5%
0.08%
-18.8%
Q4 2021$3,677,000
+26.5%
59,293
+25.9%
0.10%
+33.3%
Q3 2021$2,907,000
-0.4%
47,087
+3.5%
0.07%
-30.1%
Q2 2021$2,918,000
+20.2%
45,490
+15.1%
0.10%
-30.9%
Q1 2021$2,427,000
+70.7%
39,532
+64.6%
0.15%
+53.6%
Q4 2020$1,422,000
+126.4%
24,021
+97.3%
0.10%
+59.0%
Q3 2020$628,000
+117.3%
12,172
+103.1%
0.06%
+110.3%
Q2 2020$289,0005,9930.03%
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