TCG Advisory Services, 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
TCG Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$369,404
+29.2%
7,324
+36.1%
0.06%
+19.1%
Q2 2023$285,904
-28.4%
5,383
-29.5%
0.05%
-43.4%
Q1 2023$399,571
+50.2%
7,631
+24.9%
0.08%
+3.8%
Q3 2022$266,000
+17.7%
6,112
+32.8%
0.08%
+12.7%
Q2 2022$226,000
-12.7%
4,602
+1.6%
0.07%
+16.4%
Q1 2022$259,0004,5310.06%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders