Wells Financial Advisors INC - 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
Wells Financial Advisors INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$31,021
-5.0%
6150.0%0.02%
-4.0%
Q2 2023$32,663
+73.8%
615
+71.3%
0.02%
+66.7%
Q1 2023$18,797
+6.4%
3590.0%0.02%0.0%
Q4 2022$17,659
+253.2%
359
+226.4%
0.02%
+200.0%
Q3 2022$5,0000.0%1100.0%0.01%0.0%
Q2 2022$5,000
-16.7%
110
+7.8%
0.01%0.0%
Q1 2022$6,000
-80.6%
102
-79.7%
0.01%
-80.0%
Q4 2021$31,000
+10.7%
502
+8.9%
0.02%
+4.2%
Q3 2021$28,000
-6.7%
4610.0%0.02%
-4.0%
Q2 2021$30,000
+900.0%
461
+769.8%
0.02%
+733.3%
Q1 2021$3,0000.0%530.0%0.00%0.0%
Q4 2020$3,000530.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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