Monterey Private Wealth, Inc. - VANGUARD WORLD FD ownership

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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%.

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Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,210,835
-4.5%
24,005
+0.5%
0.61%
-1.0%
Q2 2023$1,268,535
+6.7%
23,885
+5.2%
0.62%
+0.7%
Q1 2023$1,188,794
-6.3%
22,704
-11.9%
0.61%
-10.7%
Q4 2022$1,268,217
+12.0%
25,782
-0.6%
0.68%
+0.9%
Q3 2022$1,132,000
+3.9%
25,929
+16.6%
0.68%
+8.8%
Q2 2022$1,090,000
+1.7%
22,236
+20.5%
0.62%
+20.3%
Q1 2022$1,072,000
-6.4%
18,451
-0.0%
0.52%
-8.6%
Q4 2021$1,145,000
+7.5%
18,454
+6.6%
0.57%
-5.2%
Q3 2021$1,065,000
-2.6%
17,318
+1.6%
0.60%
-4.6%
Q2 2021$1,093,000
+18.5%
17,045
+17.9%
0.63%
+23.7%
Q1 2021$922,000
+3.9%
14,459
-3.4%
0.51%
-0.8%
Q4 2020$887,000
+40.6%
14,966
+22.3%
0.51%
+25.9%
Q3 2020$631,000
+7.9%
12,236
+0.7%
0.41%
-2.6%
Q2 2020$585,000
+77.3%
12,156
+51.6%
0.42%
+47.9%
Q1 2020$330,000
+29.4%
8,016
+68.2%
0.28%
+37.6%
Q4 2019$255,000–4,766–0.20%–
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Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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