Pinnacle Financial Group, LLC / IL - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 241 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
Pinnacle Financial Group, LLC / IL ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$263,213
-0.3%
4,5960.0%0.11%
-2.6%
Q1 2024$264,132
+4.6%
4,596
+0.6%
0.12%
-10.1%
Q4 2023$252,519
+11.1%
4,568
+1.4%
0.13%
-4.4%
Q3 2023$227,333
-5.0%
4,5070.0%0.14%
-0.7%
Q2 2023$239,367
+2.2%
4,507
+0.8%
0.14%
-2.9%
Q1 2023$234,206
+6.4%
4,4730.0%0.14%
-10.3%
Q4 2022$220,027
+9.5%
4,473
+9.2%
0.16%
-8.8%
Q2 2022$201,000
-14.1%
4,0980.0%0.17%
-10.0%
Q1 2022$234,000
-7.1%
4,098
+1.0%
0.19%
-2.6%
Q4 2021$252,0004,0580.20%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 199,630$8,672,00012.59%
Refined Wealth Management 236,216$10,261,0009.26%
Crewe Advisors LLC 466,860$20,280,0003.66%
Stewardship Advisors, LLC 191,511$8,319,0003.60%
Northland Capital Management LLC 87,693$3,809,0003.57%
CBIZ Investment Advisory Services, LLC 61,000$2,650,0002.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,139$4,263,0002.03%
Financial Connections Group, Inc. 53,056$2,304,0001.94%
DHK Financial Advisors, Inc. 24,844$1,080,0001.77%
BLUESTEM FINANCIAL ADVISORS, LLC 51,168$2,223,0001.57%
View complete list of VANGUARD WORLD FD shareholders