Topel & Distasi Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 255 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
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,038,305
-0.7%
18,130
-0.4%
0.46%
-1.3%
Q1 2024$1,045,839
+11.7%
18,198
+7.4%
0.46%
+3.8%
Q4 2023$936,554
+10.1%
16,942
+0.5%
0.44%
-0.2%
Q3 2023$850,620
+4.3%
16,864
+9.8%
0.45%
+8.8%
Q2 2023$815,610
+1.9%
15,357
+0.5%
0.41%
-1.9%
Q1 2023$800,270
+45.5%
15,284
+36.7%
0.42%
+35.7%
Q4 2022$550,043
-3.3%
11,182
-3.4%
0.31%
-1.9%
Q3 2022$569,000
+44.1%
11,578
+43.8%
0.31%
+37.1%
Q2 2022$395,000
-35.4%
8,051
-24.6%
0.23%
-10.5%
Q1 2022$611,000
+10.3%
10,679
+19.5%
0.26%
+13.3%
Q4 2021$554,0008,9400.23%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 239,295$12,708,96914.42%
Refined Wealth Management 256,695$13,633,09011.24%
LEO BROKERAGE, LLC 735,657$39,034,9364.45%
Crewe Advisors LLC 466,795$24,791,4833.48%
FLOW TRADERS U.S. LLC 1,410,083$74,8903.26%
Stewardship Advisors, LLC 145,896$7,748,5372.92%
LifeGuide Financial Advisors, LLC 66,983$3,557,4672.40%
DHK Financial Advisors, Inc. 50,467$2,680,2762.28%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,202$5,3212.04%
Hanson & Doremus Investment Management 180,747$9,5992.00%
View complete list of VANGUARD WORLD FD shareholders