Stokes Family Office, 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
Stokes Family Office, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$297,596
-5.0%
5,9000.0%0.04%
-2.8%
Q2 2023$313,349
+1.4%
5,9000.0%0.04%
-5.3%
Q1 2023$308,924
+6.4%
5,9000.0%0.04%
+2.7%
Q4 2022$290,221
+13.4%
5,9000.0%0.04%0.0%
Q3 2022$256,000
-11.4%
5,9000.0%0.04%
-5.1%
Q2 2022$289,000
-14.2%
5,9000.0%0.04%
-13.3%
Q1 2022$337,000
-7.9%
5,9000.0%0.04%
-2.2%
Q4 2021$366,000
+0.5%
5,9000.0%0.05%
-9.8%
Q3 2021$364,000
-3.7%
5,9000.0%0.05%
-5.6%
Q2 2021$378,000
+4.4%
5,9000.0%0.05%
-3.6%
Q1 2021$362,000
+3.4%
5,9000.0%0.06%
-18.8%
Q4 2020$350,000
+15.1%
5,9000.0%0.07%0.0%
Q3 2020$304,000
-38.1%
5,900
-42.2%
0.07%
-44.4%
Q2 2020$491,000
+14.2%
10,210
-2.4%
0.12%
+7.8%
Q1 2020$430,000
-23.1%
10,4600.0%0.12%
-7.3%
Q4 2019$559,00010,4600.12%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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