Rockbridge Investment Management, LCC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 165 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$127,000
+0.8%
2,0460.0%0.02%
-9.5%
Q3 2021$126,000
-3.8%
2,0460.0%0.02%
-4.5%
Q2 2021$131,000
+4.0%
2,0460.0%0.02%
-8.3%
Q1 2021$126,000
+4.1%
2,0460.0%0.02%
-4.0%
Q4 2020$121,000
+19.8%
2,046
+4.9%
0.02%
+4.2%
Q3 2020$101,0001,9500.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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