EQUITABLE TRUST CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 128 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EQUITABLE TRUST CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$202,137
-44.3%
3,806
-48.4%
0.02%
-48.3%
Q4 2022$362,727
+13.0%
7,374
-0.3%
0.03%
+7.4%
Q3 2022$321,000
-45.7%
7,397
-38.6%
0.03%
-38.6%
Q2 2022$591,000
-68.0%
12,049
-62.7%
0.04%
-63.0%
Q1 2022$1,848,000
-2.1%
32,311
+6.2%
0.12%
+1.7%
Q4 2021$1,887,000
+2.3%
30,424
+1.8%
0.12%
-0.8%
Q3 2021$1,844,000
-6.3%
29,873
-2.7%
0.12%
-6.3%
Q2 2021$1,969,000
+137.8%
30,699
+127.4%
0.13%
+103.2%
Q1 2021$828,000
+4.0%
13,499
+0.5%
0.06%
+5.1%
Q4 2020$796,000
+25.9%
13,434
+9.7%
0.06%
+9.3%
Q3 2020$632,000
+9.2%
12,249
+1.7%
0.05%
+1.9%
Q2 2020$579,000
-26.0%
12,047
-36.6%
0.05%
-38.4%
Q1 2020$782,000
+209.1%
19,006
+270.9%
0.09%
+218.5%
Q3 2019$253,000
-1.2%
5,1240.0%0.03%0.0%
Q2 2019$256,000
+2.4%
5,1240.0%0.03%
-6.9%
Q1 2019$250,000
+9.6%
5,1240.0%0.03%
-3.3%
Q4 2018$228,0005,1240.03%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders