Carson Advisory Inc. - 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
Carson Advisory Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$262,288
-5.0%
5,2000.0%0.23%
-1.3%
Q2 2023$276,172
+1.4%
5,2000.0%0.23%
-3.7%
Q1 2023$272,272
+6.4%
5,2000.0%0.24%
-1.2%
Q4 2022$255,788
-4.2%
5,200
-15.4%
0.24%
-17.2%
Q3 2022$267,000
-15.5%
6,150
-4.7%
0.30%
-16.1%
Q2 2022$316,000
-14.4%
6,4500.0%0.35%
-3.8%
Q1 2022$369,000
-10.4%
6,450
-3.0%
0.37%
-12.0%
Q4 2021$412,0006,6500.42%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders