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 283 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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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 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