TWIN FOCUS CAPITAL PARTNERS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 248 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$404,199
-11.5%
8,013
-6.9%
0.09%
-1.1%
Q2 2023$456,909
-1.7%
8,603
-3.1%
0.09%0.0%
Q1 2023$464,716
+5.1%
8,875
-1.3%
0.09%0.0%
Q4 2022$442,258
+11.7%
8,991
-1.3%
0.09%
-3.2%
Q3 2022$396,000
+22.2%
9,113
+37.9%
0.10%
+30.1%
Q2 2022$324,000
-37.9%
6,607
-27.7%
0.07%
-27.7%
Q1 2022$522,000
-9.1%
9,133
-1.4%
0.10%
-12.2%
Q4 2021$574,000
+22.1%
9,262
+21.8%
0.12%
+4.5%
Q3 2021$470,000
+1.5%
7,607
+5.4%
0.11%
+2.8%
Q2 2021$463,000
+10.2%
7,215
+5.3%
0.11%
-10.8%
Q1 2021$420,000
+22.8%
6,851
+18.7%
0.12%
+14.3%
Q4 2020$342,000
+17.1%
5,771
+2.1%
0.10%
-0.9%
Q3 2020$292,000
+24.8%
5,654
+16.4%
0.11%
+12.8%
Q2 2020$234,000
-0.8%
4,858
-15.2%
0.09%
-13.8%
Q1 2020$236,0005,7300.11%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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