West Financial Advisors, LLC - VANGUARD WORLD FD ownership

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%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,093,011
-4.7%
21,670
+0.4%
0.27%
-2.8%
Q2 2023$1,146,734
+2.4%
21,592
+1.0%
0.28%
-3.8%
Q1 2023$1,119,412
+5.8%
21,379
-0.6%
0.29%
-0.7%
Q4 2022$1,057,660
+9.0%
21,502
-3.7%
0.30%
+1.4%
Q3 2022$970,000
-11.0%
22,325
+0.5%
0.29%
-8.2%
Q2 2022$1,090,000
-10.9%
22,220
+3.8%
0.32%
-1.6%
Q1 2022$1,224,000
-5.2%
21,400
+2.8%
0.32%
-6.9%
Q4 2021$1,291,000
+0.7%
20,817
+0.2%
0.35%
-7.7%
Q3 2021$1,282,000
+18.7%
20,770
+23.4%
0.38%
+13.6%
Q2 2021$1,080,000
+20.7%
16,837
+15.4%
0.33%
+10.0%
Q1 2021$895,000
+4.7%
14,590
+1.1%
0.30%
-1.0%
Q4 2020$855,00014,4250.30%
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