Refined Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 205 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Refined Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$13,267,412
-2.7%
263,032
+2.5%
11.91%
+6.0%
Q2 2023$13,633,090
+3.8%
256,695
+2.3%
11.24%
-3.1%
Q1 2023$13,132,073
+8.5%
250,804
+1.9%
11.60%
+9.4%
Q4 2022$12,108,468
+18.0%
246,157
+4.2%
10.60%
+14.4%
Q3 2022$10,261,000
-4.0%
236,216
+8.3%
9.26%
-3.2%
Q2 2022$10,692,000
-5.4%
218,026
+10.3%
9.56%
+0.1%
Q1 2022$11,308,000
+136.2%
197,688
+156.1%
9.56%
+157.4%
Q4 2021$4,787,000
+4.7%
77,189
+4.2%
3.71%
+0.2%
Q3 2021$4,574,000
+1.9%
74,088
+5.9%
3.70%
-1.7%
Q2 2021$4,488,00069,9703.77%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 207,779$10,879,32014.54%
Refined Wealth Management 250,804$13,132,07311.60%
LEO BROKERAGE, LLC 721,603$37,831,1715.65%
Crewe Advisors LLC 462,307$24,206,3953.53%
Stewardship Advisors, LLC 145,231$7,604,2952.92%
Northland Capital Management LLC 62,174$3,255,4362.44%
OGOREK ANTHONY JOSEPH /NY/ /ADV 99,142$5,1912.12%
Financial Connections Group, Inc. 53,675$2,8102.00%
Hanson & Doremus Investment Management 171,065$8,9571.99%
DHK Financial Advisors, Inc. 29,500$1,544,6051.92%
View complete list of VANGUARD WORLD FD shareholders