PDS Planning, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 283 filers reported holding VANGUARD WORLD FD in Q2 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 Q2 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 454,423$25,993,00024.17%
Refined Wealth Management 197,688$11,308,0009.56%
Crewe Advisors LLC 569,788$32,592,0006.36%
Northland Capital Management LLC 111,562$6,381,0006.34%
LEO BROKERAGE, LLC 558,751$31,961,0005.09%
LIBRA WEALTH LLC 81,553$6,087,0003.49%
OGOREK ANTHONY JOSEPH /NY/ /ADV 96,680$5,530,0002.27%
Stewardship Advisors, LLC 104,605$5,983,0002.21%
Permit Capital Advisors, LLC 94,500$5,281,0002.03%
Diversified Portfolios, Inc. 97,088$5,553,0001.33%
View complete list of VANGUARD WORLD FD shareholders