HBK Sorce Advisory LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$464,108
-4.0%
6,1700.0%0.02%0.0%
Q2 2023$483,420
+73.3%
6,170
+94.3%
0.02%
+42.9%
Q4 2021$279,000
+22.4%
3,175
+11.4%
0.01%
+7.7%
Q3 2021$228,0000.0%2,8490.0%0.01%0.0%
Q2 2021$228,000
-1.7%
2,849
-30.4%
0.01%
-35.0%
Q4 2019$232,000
+8.9%
4,0950.0%0.02%0.0%
Q3 2019$213,0004,0950.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders