AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$228,822
-3.7%
3,042
+0.3%
0.00%0.0%
Q2 2023$237,608
+9.5%
3,033
+0.3%
0.00%0.0%
Q1 2023$216,934
+2.3%
3,025
-10.1%
0.00%0.0%
Q3 2022$212,000
-4.1%
3,364
+33.5%
0.00%0.0%
Q4 2021$221,000
+9.4%
2,520
-0.2%
0.00%0.0%
Q3 2021$202,000
-6.5%
2,526
-5.9%
0.00%
-25.0%
Q2 2021$216,000
+5.9%
2,684
-3.2%
0.00%0.0%
Q1 2021$204,000
-93.0%
2,772
-94.1%
0.00%
-91.5%
Q3 2020$2,920,00047,2650.05%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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