Round Rock Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 9 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Round Rock Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$336,233
+0.9%
6,666
+6.3%
0.13%
+6.7%
Q2 2023$333,106
+8.7%
6,272
+7.2%
0.12%
+2.6%
Q1 2023$306,306
+6.4%
5,8500.0%0.12%
-0.8%
Q4 2022$287,762
+13.3%
5,8500.0%0.12%
+2.6%
Q3 2022$254,000
-4.2%
5,850
+8.1%
0.12%
-3.4%
Q2 2022$265,000
-7.7%
5,410
+8.0%
0.12%
+2.6%
Q1 2022$287,000
+17.6%
5,010
+27.2%
0.12%
+7.4%
Q4 2021$244,0003,9390.11%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
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