NORTHEAST INVESTMENT MANAGEMENT - 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
NORTHEAST INVESTMENT MANAGEMENT ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$646,290
+0.8%
8,592
+5.0%
0.04%
+5.6%
Q2 2023$641,060
+14.4%
8,182
+4.7%
0.04%
+5.9%
Q1 2023$560,485
+116424.9%
7,816
+7.0%
0.03%
+9.7%
Q4 2022$481
-99.9%
7,308
+4.8%
0.03%
+3.3%
Q3 2022$439,000
-58.7%
6,971
-56.4%
0.03%
-55.9%
Q2 2022$1,063,000
-31.9%
16,006
-16.8%
0.07%
-17.1%
Q1 2022$1,560,000
-12.9%
19,246
-5.6%
0.08%
-5.7%
Q4 2021$1,792,000
+9.2%
20,386
-0.6%
0.09%
-1.1%
Q3 2021$1,641,000
+1.4%
20,501
+1.4%
0.09%
+1.1%
Q2 2021$1,618,000
+25.8%
20,224
+16.0%
0.09%
+14.5%
Q1 2021$1,286,000
+25.1%
17,434
+19.0%
0.08%
+20.6%
Q4 2020$1,028,00014,6490.06%
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