Wells Financial Advisors INC - 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
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 2023
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