Perigon Wealth Management, 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
Perigon Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$986,700
-49.0%
19,562
-46.3%
0.04%
+5.3%
Q2 2023$1,936,366
+378.0%
36,460
+371.2%
0.04%
+65.2%
Q1 2023$405,136
-59.5%
7,738
-61.9%
0.02%
-25.8%
Q4 2022$999,126
+122.5%
20,311
+96.4%
0.03%
-20.5%
Q3 2022$449,000
-10.7%
10,340
+0.9%
0.04%
-7.1%
Q2 2022$503,000
+70.5%
10,251
+98.5%
0.04%
+100.0%
Q1 2022$295,000
-34.3%
5,163
-50.1%
0.02%
-46.2%
Q3 2011$449,00010,3400.04%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders