MARSHALL FINANCIAL GROUP INC /ADV - 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
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$858,822
-3.2%
17,027
+1.9%
0.35%
+2.9%
Q2 2023$887,163
-5.8%
16,704
-7.1%
0.34%
-11.2%
Q1 2023$941,697
+10.8%
17,985
+4.0%
0.38%
+4.9%
Q4 2022$850,250
+31.4%
17,285
+16.0%
0.36%
+19.3%
Q3 2022$647,000
+35.1%
14,899
+52.7%
0.31%
+40.4%
Q2 2022$479,000
-16.3%
9,758
-2.4%
0.22%
-4.4%
Q1 2022$572,000
-14.9%
10,002
-7.7%
0.23%
-12.3%
Q4 2021$672,000
+41.8%
10,834
+41.2%
0.26%
+30.7%
Q3 2021$474,000
+40.7%
7,673
+45.8%
0.20%
+39.2%
Q2 2021$337,000
+5.0%
5,261
+0.7%
0.14%
-2.1%
Q1 2021$321,000
-7.8%
5,227
-10.9%
0.15%
-14.1%
Q4 2020$348,000
+14.9%
5,867
+0.0%
0.17%
-5.0%
Q3 2020$303,0005,8650.18%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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