Level Financial Advisors - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 235 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$248,594
-5.0%
4,9290.0%0.14%
-4.8%
Q2 2023$261,753
+1.4%
4,9290.0%0.15%
-5.8%
Q1 2023$258,057
+6.6%
4,9290.0%0.16%
-2.5%
Q4 2022$242,000
+10.0%
4,929
-2.8%
0.16%
-1.9%
Q3 2022$220,000
-1.8%
5,071
+11.2%
0.16%
-1.8%
Q2 2022$224,000
-12.5%
4,561
+1.8%
0.16%
-16.2%
Q1 2022$256,0004,4820.20%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 202,510$9,961,47814.16%
Refined Wealth Management 246,157$12,108,46810.60%
Stewardship Advisors, LLC 192,350$9,461,6973.81%
Crewe Advisors LLC 471,178$23,177,2463.68%
Northland Capital Management LLC 70,110$3,448,7202.73%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,943$4,8672.12%
Financial Connections Group, Inc. 47,777$2,3501.85%
DHK Financial Advisors, Inc. 26,055$1,281,6651.78%
BLUESTEM FINANCIAL ADVISORS, LLC 50,471$2,482,6841.63%
Hanson & Doremus Investment Management 147,812$7,2711.56%
View complete list of VANGUARD WORLD FD shareholders