TWIN FOCUS CAPITAL PARTNERS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$676,926
-22.1%
8,999
-18.9%
0.15%
-13.6%
Q2 2023$869,018
+0.7%
11,091
-7.8%
0.18%
+2.9%
Q1 2023$863,044
+6.6%
12,035
-2.1%
0.17%
+1.2%
Q4 2022$809,341
+2.1%
12,289
-2.5%
0.17%
-11.5%
Q3 2022$793,000
-6.8%
12,598
-1.7%
0.19%0.0%
Q2 2022$851,000
-21.2%
12,810
-3.9%
0.19%
-9.0%
Q1 2022$1,080,000
-9.8%
13,326
-2.2%
0.21%
-12.5%
Q4 2021$1,198,000
+6.8%
13,626
-2.8%
0.24%
-8.4%
Q3 2021$1,122,000
+3.7%
14,012
+3.6%
0.26%
+4.8%
Q2 2021$1,082,000
+15.4%
13,527
+6.4%
0.25%
-6.7%
Q1 2021$938,000
+15.5%
12,714
+9.9%
0.27%
+7.6%
Q4 2020$812,000
+16.7%
11,570
+2.7%
0.25%
-2.0%
Q3 2020$696,000
+17.8%
11,266
+7.6%
0.25%
+7.2%
Q2 2020$591,000
-8.5%
10,473
-25.7%
0.24%
-20.7%
Q1 2020$646,00014,1010.30%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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