Resonant Capital Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 205 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Resonant Capital Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$263,095
-5.0%
5,2160.0%0.03%
-6.7%
Q2 2023$277,022
+1.4%
5,2160.0%0.03%
-3.2%
Q1 2023$273,110
+6.4%
5,2160.0%0.03%
-3.1%
Q4 2022$256,575
+13.0%
5,2160.0%0.03%
-5.9%
Q3 2022$227,000
-11.3%
5,2160.0%0.03%
-15.0%
Q2 2022$256,000
-15.0%
5,2160.0%0.04%
-11.1%
Q1 2022$301,000
-6.8%
5,2160.0%0.04%
-8.2%
Q4 2021$323,000
+0.3%
5,2160.0%0.05%
-12.5%
Q3 2021$322,000
-3.9%
5,2160.0%0.06%
-13.8%
Q2 2021$335,000
+20.9%
5,216
+15.5%
0.06%
+14.0%
Q1 2021$277,000
+23.1%
4,515
+19.0%
0.06%
+7.5%
Q4 2020$225,0003,7940.05%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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