BLUESTEM FINANCIAL ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 283 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BLUESTEM FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,558,379
-4.2%
50,721
+0.8%
1.56%
-3.3%
Q2 2023$2,671,517
+1.2%
50,302
-0.2%
1.62%
-0.6%
Q1 2023$2,638,622
+6.3%
50,394
-0.2%
1.62%
-0.5%
Q4 2022$2,482,684
+11.7%
50,471
-1.4%
1.63%
+3.8%
Q3 2022$2,223,000
+25.5%
51,168
+41.7%
1.57%
+27.7%
Q2 2022$1,771,000
+14.8%
36,118
+33.9%
1.23%
+27.3%
Q1 2022$1,543,000
-13.9%
26,973
-6.6%
0.97%
-13.1%
Q4 2021$1,792,000
+20.8%
28,894
+20.3%
1.11%
+15.0%
Q3 2021$1,483,000
+0.1%
24,024
+4.0%
0.97%
-2.9%
Q2 2021$1,481,000
+43.4%
23,089
+37.1%
1.00%
+35.8%
Q1 2021$1,033,000
+8.5%
16,836
+4.8%
0.74%
+5.3%
Q4 2020$952,000
+24.3%
16,059
+8.1%
0.70%
+8.2%
Q3 2020$766,000
+160.5%
14,852
+142.6%
0.64%
+139.8%
Q2 2020$294,0006,1210.27%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 454,423$25,993,00024.17%
Refined Wealth Management 197,688$11,308,0009.56%
Crewe Advisors LLC 569,788$32,592,0006.36%
Northland Capital Management LLC 111,562$6,381,0006.34%
LEO BROKERAGE, LLC 558,751$31,961,0005.09%
LIBRA WEALTH LLC 81,553$6,087,0003.49%
OGOREK ANTHONY JOSEPH /NY/ /ADV 96,680$5,530,0002.27%
Stewardship Advisors, LLC 104,605$5,983,0002.21%
Permit Capital Advisors, LLC 94,500$5,281,0002.03%
Diversified Portfolios, Inc. 97,088$5,553,0001.33%
View complete list of VANGUARD WORLD FD shareholders