SCHMIDT P J INVESTMENT MANAGEMENT INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SCHMIDT P J INVESTMENT MANAGEMENT INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$346,906
-1.8%
4,637
+5.8%
0.07%
+5.7%
Q2 2023$353,117
-0.5%
4,384
-11.2%
0.07%
-5.4%
Q1 2023$354,768
+63.9%
4,936
+50.2%
0.07%
+51.0%
Q4 2022$216,429
+3.6%
3,286
+2.4%
0.05%
-2.0%
Q3 2022$209,0003,2090.05%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders