BARTLETT & CO. WEALTH MANAGEMENT LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 184 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$578,713
-0.3%
10,1050.0%0.01%0.0%
Q1 2024$580,734
+4.1%
10,1050.0%0.01%0.0%
Q4 2023$557,796
+9.4%
10,1050.0%0.01%0.0%
Q3 2023$509,696
-5.0%
10,1050.0%0.01%0.0%
Q2 2023$536,677
+1.4%
10,1050.0%0.01%
-10.0%
Q1 2023$529,098
+6.4%
10,1050.0%0.01%0.0%
Q4 2022$497,065
+13.2%
10,1050.0%0.01%
+11.1%
Q3 2022$438,961
-11.4%
10,1050.0%0.01%
-10.0%
Q2 2022$495,549
-13.8%
10,105
+0.5%
0.01%0.0%
Q1 2022$574,860
-7.8%
10,0500.0%0.01%
-9.1%
Q4 2021$623,301
+0.5%
10,0500.0%0.01%
-8.3%
Q3 2021$620,487
-3.7%
10,0500.0%0.01%0.0%
Q2 2021$644,657
+5.0%
10,050
+0.5%
0.01%0.0%
Q1 2021$613,700
+3.5%
10,0000.0%0.01%
-7.7%
Q4 2020$592,700
+14.9%
10,0000.0%0.01%
+8.3%
Q3 2020$516,000
+7.3%
10,0000.0%0.01%
-7.7%
Q2 2020$481,000
+16.9%
10,0000.0%0.01%0.0%
Q1 2020$411,500
-23.0%
10,0000.0%0.01%0.0%
Q4 2019$534,600
+8.5%
10,0000.0%0.01%0.0%
Q3 2019$492,800
-1.3%
10,0000.0%0.01%
-31.6%
Q2 2019$499,200
+2.2%
10,0000.0%0.02%0.0%
Q1 2019$488,341
+9.7%
10,0000.0%0.02%0.0%
Q4 2018$445,00010,0000.02%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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