CBIZ Investment Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 193 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$5,017,569
-5.0%
99,4760.0%0.46%
+2.4%
Q2 2023$5,283,171
+1.4%
99,4760.0%0.45%
-1.3%
Q1 2023$5,208,563
+60.7%
99,476
+63.1%
0.46%
-63.8%
Q4 2022$3,240,541
+22.3%
61,0000.0%1.26%
-52.6%
Q3 2022$2,650,000
+88233.3%
61,000
+114994.3%
2.66%
Q3 2021$3,0000.0%53
+1.9%
0.00%
Q2 2021$3,0000.0%520.0%0.00%
Q1 2021$3,000520.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 202,510$9,961,47814.16%
Refined Wealth Management 246,157$12,108,46810.60%
Stewardship Advisors, LLC 192,350$9,461,6973.81%
Crewe Advisors LLC 471,178$23,177,2463.68%
Northland Capital Management LLC 70,110$3,448,7202.73%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,943$4,8672.12%
Financial Connections Group, Inc. 47,777$2,3501.85%
DHK Financial Advisors, Inc. 26,055$1,281,6651.78%
BLUESTEM FINANCIAL ADVISORS, LLC 50,471$2,482,6841.63%
Hanson & Doremus Investment Management 147,812$7,2711.56%
View complete list of VANGUARD WORLD FD shareholders