GOULD ASSET MANAGEMENT LLC /CA/ - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,996,528
+0.1%
26,543
+4.3%
0.56%
+1.3%
Q2 2023$1,993,726
+14.9%
25,446
+5.1%
0.56%
+12.5%
Q1 2023$1,735,477
+9.9%
24,201
+1.0%
0.50%
+4.2%
Q4 2022$1,578,680
+97.8%
23,970
+89.0%
0.48%
+75.3%
Q3 2022$798,000
+45.9%
12,685
+53.9%
0.27%
+54.0%
Q2 2022$547,000
-17.6%
8,240
+0.6%
0.18%
-7.4%
Q1 2022$664,000
-8.0%
8,190
-0.2%
0.19%
-5.9%
Q4 2021$722,000
+53.6%
8,210
+39.9%
0.20%
+39.3%
Q3 2021$470,000
+11.9%
5,870
+11.8%
0.14%
+21.8%
Q2 2021$420,000
+13.2%
5,250
+4.3%
0.12%
+5.3%
Q1 2021$371,000
-3.4%
5,035
-8.0%
0.11%
-3.4%
Q4 2020$384,000
+41.7%
5,475
+25.0%
0.12%
+28.6%
Q3 2020$271,000
+14.8%
4,380
+4.8%
0.09%
+9.6%
Q2 2020$236,000
-16.0%
4,180
-15.9%
0.08%
-10.8%
Q4 2019$281,000
+2.9%
4,970
-5.5%
0.09%
-4.1%
Q3 2019$273,000
+1.5%
5,2600.0%0.10%0.0%
Q2 2019$269,0005,2600.10%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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