ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 268 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$928,160
-7.9%
18,401
-3.1%
0.60%
+3.6%
Q2 2023$1,008,143
+1.7%
18,982
+0.3%
0.58%
+2.3%
Q1 2023$991,330
-5.0%
18,933
-10.8%
0.57%
-13.4%
Q4 2022$1,043,882
+163.6%
21,221
+132.7%
0.66%
+167.8%
Q3 2022$396,000
-25.1%
9,120
-15.4%
0.24%
-16.7%
Q2 2022$529,000
-13.1%
10,783
+1.2%
0.29%
+15.7%
Q1 2022$609,00010,6520.25%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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