Refined Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 247 filers reported holding VANGUARD WORLD FD in Q4 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 Q4 2021
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