Brio Consultants, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 165 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$235,000
-50.8%
4,894
-41.4%
0.05%
-48.0%
Q1 2022$478,000
+40.2%
8,357
+52.2%
0.10%
+27.5%
Q4 2021$341,000
-5.5%
5,491
-6.0%
0.08%
-9.1%
Q3 2021$361,000
+9.4%
5,842
+13.7%
0.09%
+4.8%
Q2 2021$330,000
+16.6%
5,137
+11.5%
0.08%
+1.2%
Q1 2021$283,000
-3.1%
4,607
-6.6%
0.08%
-11.7%
Q4 2020$292,000
-1.7%
4,932
-14.2%
0.09%
+4.4%
Q3 2020$297,000
+6.8%
5,750
-0.5%
0.09%
-3.2%
Q2 2020$278,0005,7810.09%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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