PRIO WEALTH LIMITED PARTNERSHIP - 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
PRIO WEALTH LIMITED PARTNERSHIP ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,668,380
+3.0%
22,180
+7.3%
0.06%
+10.3%
Q2 2023$1,620,278
+9.3%
20,6800.0%0.06%
+1.8%
Q1 2023$1,482,963
+8.7%
20,680
-0.1%
0.06%
+3.6%
Q4 2022$1,363,961
+4.7%
20,7100.0%0.06%
-1.8%
Q3 2022$1,302,866
+1.6%
20,710
+7.3%
0.06%
+9.8%
Q2 2022$1,282,184
+82675.0%
19,310
+1.0%
0.05%0.0%
Q1 2022$1,549
-99.9%
19,110
+1.4%
0.05%0.0%
Q4 2021$1,657,000
+9.8%
18,8500.0%0.05%0.0%
Q3 2021$1,509,000
-8.2%
18,850
-8.3%
0.05%
-7.3%
Q2 2021$1,644,000
+11.2%
20,550
+2.5%
0.06%
+3.8%
Q1 2021$1,479,000
+5.1%
20,0500.0%0.05%0.0%
Q4 2020$1,407,000
+40.1%
20,050
+23.4%
0.05%
+26.2%
Q3 2020$1,004,000
+9.6%
16,2500.0%0.04%0.0%
Q2 2020$916,000
+142.3%
16,250
+97.0%
0.04%
+100.0%
Q1 2020$378,0008,2500.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 3,057,600$268,732,000100.00%
Refined Wealth Management 267,899$23,546,00018.26%
Platt Investment Counsel, LLC 231,549$20,351,00017.36%
IMPACTfolio, LLC 146,532$12,879,00011.28%
Crewe Advisors LLC 473,418$41,609,0008.46%
Verde Capital Management 218,649$19,217,0007.32%
RETIREMENT CAPITAL STRATEGIES 174,812$15,364,0005.64%
Financial Network Wealth Management LLC 117,489$10,326,0005.23%
EQ LLC 77,696$6,829,0004.76%
Cedar Wealth Management, LLC 128,472$11,291,0004.56%
View complete list of VANGUARD WORLD FD shareholders