Baldrige Asset Management LLC - 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
Baldrige Asset Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$496
+6.4%
9,470
-0.1%
0.20%
-1.9%
Q4 2022$466
-99.9%
9,483
-11.6%
0.21%
-6.8%
Q3 2022$466,000
-7.7%
10,724
+4.1%
0.22%
-3.9%
Q2 2022$505,000
-19.6%
10,306
-6.1%
0.23%
-10.1%
Q1 2022$628,000
-6.4%
10,974
+1.4%
0.26%
-1.5%
Q4 2021$671,000
-0.3%
10,825
-0.7%
0.26%
-6.8%
Q3 2021$673,000
-5.1%
10,899
-1.3%
0.28%
-8.8%
Q2 2021$709,000
+30.6%
11,046
+20.6%
0.31%
-5.0%
Q4 2020$543,000
+20.1%
9,161
+4.5%
0.32%
+5.9%
Q3 2020$452,000
-0.9%
8,764
-7.5%
0.30%
-11.1%
Q2 2020$456,000
+18.4%
9,475
+1.3%
0.34%
+2.1%
Q1 2020$385,000
+14.6%
9,354
+48.6%
0.34%
+21.3%
Q4 2019$336,0006,2940.28%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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