Newton One Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 247 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$16,185
+82.1%
321
+92.2%
0.01%
+100.0%
Q2 2023$8,890
+2.7%
167
+1.2%
0.01%0.0%
Q1 2023$8,657
+6.7%
1650.0%0.01%0.0%
Q4 2022$8,116
+15.9%
1650.0%0.01%0.0%
Q3 2022$7,000
-12.5%
1650.0%0.01%
-16.7%
Q2 2022$8,000
-11.1%
1650.0%0.01%
-14.3%
Q1 2022$9,000
-10.0%
1650.0%0.01%0.0%
Q4 2021$10,0000.0%1650.0%0.01%0.0%
Q3 2021$10,000
-9.1%
1650.0%0.01%
-22.2%
Q2 2021$11,000
+10.0%
1650.0%0.01%0.0%
Q1 2021$10,0001650.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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