MAI Capital Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$297,482
-48.7%
3,955
-46.6%
0.00%
-55.6%
Q2 2023$579,755
+9.3%
7,400
+0.0%
0.01%
+12.5%
Q1 2023$530,607
-5.8%
7,399
-13.5%
0.01%
-11.1%
Q4 2022$563,178
+0.0%
8,551
-4.5%
0.01%
-18.2%
Q3 2022$563,000
+131.7%
8,951
+198.4%
0.01%
+175.0%
Q1 2022$243,0003,0000.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 2,324,535$166,692,405100.00%
Platt Investment Counsel, LLC 318,000$22,803,81130.48%
Verde Capital Management 477,375$34,232,52514.28%
IMPACTfolio, LLC 188,942$13,549,03011.34%
Financial Network Wealth Management LLC 218,901$15,697,3917.77%
LEO BROKERAGE, LLC 696,180$49,967,7417.46%
Cedar Wealth Management, LLC 251,080$18,004,9747.37%
EQ LLC 85,006$6,095,7874.63%
Atlantic Private Wealth, LLC 52,252$3,746,9913.94%
Affinity Capital Advisors, LLC 168,716$12,098,6033.76%
View complete list of VANGUARD WORLD FD shareholders