BLUESTEM FINANCIAL ADVISORS, 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
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 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