Geneos Wealth Management Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$429,629
+12.1%
8,518
+18.1%
0.02%
+10.0%
Q2 2023$383,142
-1.4%
7,214
-2.8%
0.02%
-16.7%
Q1 2023$388,634
+12.7%
7,422
+5.9%
0.02%
+14.3%
Q4 2022$344,816
+14.6%
7,010
+1.1%
0.02%0.0%
Q3 2022$301,000
-4.4%
6,932
+7.8%
0.02%
+31.2%
Q2 2022$315,000
+11.3%
6,429
+29.6%
0.02%
+33.3%
Q1 2022$283,000
-19.8%
4,959
-13.0%
0.01%
-7.7%
Q4 2021$353,000
+25.6%
5,697
+25.0%
0.01%
+18.2%
Q3 2021$281,000
-2.1%
4,556
+1.9%
0.01%0.0%
Q2 2021$287,000
-17.1%
4,472
-18.7%
0.01%
+10.0%
Q1 2021$346,000
+22.3%
5,499
+2.5%
0.01%
-9.1%
Q4 2020$283,000
+28.1%
5,367
+23.0%
0.01%0.0%
Q3 2020$221,000
+4.7%
4,365
-1.1%
0.01%
-8.3%
Q2 2020$211,000
+33.5%
4,412
+13.7%
0.01%
+9.1%
Q1 2020$158,000
+36.2%
3,882
+78.4%
0.01%
+83.3%
Q4 2019$116,000
+16.0%
2,176
+6.7%
0.01%0.0%
Q3 2019$100,0002,0390.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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