Laurel Wealth Planning LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$229
-7.3%
4,544
-2.3%
0.18%
+1.1%
Q2 2023$247
-5.4%
4,649
-6.9%
0.18%
+1.7%
Q1 2023$261
-99.9%
4,991
-19.1%
0.17%
-11.7%
Q4 2022$303,650
-60.3%
6,173
-65.0%
0.20%
-65.2%
Q3 2022$765,000
-17.1%
17,618
-6.4%
0.56%
-13.3%
Q2 2022$923,000
-24.9%
18,819
-12.4%
0.65%
-21.8%
Q1 2022$1,229,000
-16.5%
21,480
-9.5%
0.83%
-25.6%
Q4 2021$1,472,000
-34.8%
23,736
-35.1%
1.12%
-38.9%
Q3 2021$2,259,000
-8.1%
36,592
-4.5%
1.82%
-14.8%
Q2 2021$2,458,000
-2.1%
38,323
-6.4%
2.14%
-6.8%
Q1 2021$2,512,000
-8.3%
40,935
-11.5%
2.30%
-14.0%
Q4 2020$2,740,00046,2352.67%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders