Corient Private Wealth LLC - 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
Corient Private Wealth LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,665,883
+2.6%
33,027
+8.1%
0.00%0.0%
Q2 2023$1,622,883
+10.2%
30,557
+8.6%
0.00%0.0%
Q1 2023$1,472,835
+25.2%
28,129
+17.7%
0.00%0.0%
Q4 2022$1,175,98623,9070.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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