Charter Oak Capital Management, 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
Charter Oak Capital Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,466,740
+0.9%
128,207
+6.2%
0.86%
+2.5%
Q2 2023$6,408,859
+0.0%
120,671
-1.4%
0.84%
-6.1%
Q1 2023$6,406,241
+12.3%
122,350
+5.5%
0.89%
+4.0%
Q4 2022$5,705,189
-1.7%
115,983
-13.2%
0.86%
-8.0%
Q3 2022$5,805,000
-9.7%
133,630
+1.9%
0.93%
+6.1%
Q2 2022$6,428,000
-12.3%
131,079
+2.3%
0.88%
-2.2%
Q1 2022$7,326,000
+2.7%
128,080
+11.4%
0.90%
+8.1%
Q4 2021$7,132,000
+8.0%
114,989
+7.5%
0.83%
+0.2%
Q3 2021$6,606,000
+7.6%
106,995
+11.8%
0.83%
+4.9%
Q2 2021$6,137,000
+41.8%
95,677
+35.7%
0.79%
+29.6%
Q1 2021$4,327,000
+59.2%
70,512
+53.8%
0.61%
+47.6%
Q4 2020$2,718,00045,8530.41%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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