Hardy Reed LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 205 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Hardy Reed LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$902,372
+12.1%
17,890
+18.0%
0.16%
+15.5%
Q2 2023$805,307
+1.4%
15,1630.0%0.14%
+1.4%
Q1 2023$793,935
+6.4%
15,1630.0%0.14%
-0.7%
Q4 2022$745,868
+25.8%
15,163
+11.1%
0.14%
+7.6%
Q3 2022$593,000
-11.4%
13,6510.0%0.13%
-8.4%
Q2 2022$669,000
-24.0%
13,651
-11.2%
0.14%
-13.3%
Q1 2022$880,000
-7.8%
15,3800.0%0.16%
+5.1%
Q4 2021$954,000
+22.9%
15,380
+22.4%
0.16%
+13.8%
Q3 2021$776,000
-0.6%
12,563
+3.2%
0.14%
-0.7%
Q2 2021$781,000
+11.3%
12,168
+6.4%
0.14%
+3.0%
Q1 2021$702,000
+5.6%
11,431
+1.9%
0.14%
-2.9%
Q4 2020$665,000
+20.0%
11,220
+4.5%
0.14%0.0%
Q3 2020$554,000
+12.8%
10,740
+5.3%
0.14%
-20.1%
Q2 2020$491,000
+34.2%
10,201
+14.7%
0.17%
+4.2%
Q1 2020$366,000
+74.3%
8,894
+126.1%
0.17%
+114.1%
Q4 2019$210,0003,9330.08%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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