Joseph P. Lucia & Associates, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 248 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$254,238
-16.9%
4,787
-18.1%
0.17%
-20.2%
Q1 2023$306,097
-8.5%
5,846
-14.0%
0.21%
-15.1%
Q4 2022$334,541
+5.9%
6,801
-6.5%
0.25%
+1.2%
Q3 2022$316,000
-11.5%
7,2750.0%0.25%
-1.6%
Q2 2022$357,000
-14.6%
7,275
-0.5%
0.25%
-0.8%
Q1 2022$418,000
-28.8%
7,308
-22.8%
0.25%
-31.9%
Q4 2021$587,000
+0.3%
9,465
-0.0%
0.37%
+7.5%
Q3 2021$585,000
+10.0%
9,468
+14.3%
0.35%
+9.1%
Q2 2021$532,000
+36.4%
8,286
+30.3%
0.32%
+82.8%
Q1 2021$390,000
+79.7%
6,360
+73.5%
0.17%
+15.2%
Q4 2020$217,0003,6650.15%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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