PDS Planning, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 279 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$91,790
-3.9%
1,820
+1.2%
0.01%0.0%
Q2 2023$95,514
-0.7%
1,798
-2.1%
0.01%
-7.7%
Q1 2023$96,207
+17.3%
1,837
+38.1%
0.01%
-18.8%
Q4 2021$82,000
-9.9%
1,330
-10.3%
0.02%
-38.5%
Q1 2021$91,0001,4830.03%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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