Bell Investment 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
Bell Investment Advisors, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,168,403
-6.0%
23,164
-1.0%
0.26%
-5.1%
Q2 2023$1,243,153
+12.1%
23,407
+10.5%
0.28%
+6.6%
Q1 2023$1,109,089
+28.8%
21,182
+21.0%
0.26%
+21.0%
Q4 2022$861,255
+4.1%
17,509
-8.0%
0.21%
-16.7%
Q3 2022$827,000
-16.8%
19,038
-6.1%
0.26%
-15.7%
Q2 2022$994,000
-12.3%
20,267
+11.0%
0.30%
-1.9%
Q4 2021$1,133,000
+9.7%
18,263
+9.2%
0.31%
+1.6%
Q3 2021$1,033,00016,7280.31%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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