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

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,853,797
-6.6%
24,645
-2.7%
0.97%
-2.7%
Q2 2023$1,984,997
+9.7%
25,335
+0.4%
1.00%
+5.8%
Q1 2023$1,810,032
+45.1%
25,241
+33.2%
0.94%
+35.1%
Q4 2022$1,247,784
+0.1%
18,946
+4.2%
0.70%
+1.5%
Q3 2022$1,247,000
-2.4%
18,190
-5.5%
0.69%
-6.9%
Q2 2022$1,278,000
-17.9%
19,244
+0.2%
0.74%
+13.5%
Q1 2022$1,557,000
-1.4%
19,204
+6.9%
0.65%
+1.2%
Q4 2021$1,579,00017,9600.64%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders