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

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 268 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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 Q3 2023
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