COLONY GROUP LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,264
+0.6%
16,807
+4.9%
0.02%
+5.6%
Q2 2023$1,256
+9.3%
16,0270.0%0.02%
+5.9%
Q1 2023$1,149
+8.8%
16,0270.0%0.02%
+13.3%
Q4 2022$1,056
-99.9%
16,0270.0%0.02%
-16.7%
Q3 2022$1,008,000
-5.3%
16,0270.0%0.02%0.0%
Q2 2022$1,064,000
-18.1%
16,0270.0%0.02%
-5.3%
Q1 2022$1,299,000
+7.3%
16,027
+16.3%
0.02%
-9.5%
Q4 2021$1,211,000
+9.8%
13,7770.0%0.02%0.0%
Q3 2021$1,103,000
+0.1%
13,7770.0%0.02%
-4.5%
Q2 2021$1,102,000
+8.5%
13,7770.0%0.02%
+4.8%
Q1 2021$1,016,000
+10.1%
13,777
+4.7%
0.02%0.0%
Q4 2020$923,000
+51.3%
13,160
+33.3%
0.02%
+31.2%
Q3 2020$610,000
+9.5%
9,8710.0%0.02%0.0%
Q2 2020$557,000
+35.2%
9,871
+9.6%
0.02%
+23.1%
Q1 2020$412,000
-2.4%
9,004
+20.6%
0.01%
+18.2%
Q4 2019$422,000
+8.8%
7,4650.0%0.01%
-8.3%
Q3 2019$388,000
+1.6%
7,4650.0%0.01%0.0%
Q2 2019$382,0007,4650.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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