BANK OF MONTREAL /CAN/ - 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
BANK OF MONTREAL /CAN/ ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$202,545
+7.6%
3,818
+9.9%
0.00%
Q2 2023$188,206
+13.3%
3,475
+4.0%
0.00%
Q4 2022$166,048
+5.8%
3,341
+0.0%
0.00%
Q3 2022$157,000
-7.6%
3,340
-1.6%
0.00%
Q2 2022$170,000
-19.4%
3,396
-5.9%
0.00%
Q1 2022$211,000
-4.1%
3,610
+2.2%
0.00%
Q4 2021$220,000
-1.8%
3,531
+2.7%
0.00%
Q3 2021$224,000
+1.4%
3,438
+0.4%
0.00%
Q2 2021$221,000
+2.8%
3,4230.0%0.00%
Q1 2021$215,000
+68.0%
3,423
+61.8%
0.00%
Q4 2020$128,000
+11.3%
2,115
-4.5%
0.00%
Q3 2020$115,000
+45.6%
2,215
+39.0%
0.00%
Q2 2020$79,000
+119.4%
1,594
+76.7%
0.00%
Q1 2020$36,000
+227.3%
902
+319.5%
0.00%
Q4 2019$11,0002150.00%
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