Freestone Capital Holdings, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Freestone Capital Holdings, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,573,944
-4.4%
60,808
-0.4%
0.24%
+25.4%
Q2 2023$4,784,364
-5.5%
61,064
-13.5%
0.19%
-13.8%
Q1 2023$5,061,120
+6.2%
70,578
-2.5%
0.22%
+2.8%
Q4 2022$4,765,626
-19.6%
72,360
-23.2%
0.22%
-18.7%
Q3 2022$5,931,000
-24.0%
94,276
-19.8%
0.27%
-10.1%
Q2 2022$7,802,000
-17.6%
117,503
+0.6%
0.30%
-21.8%
Q1 2022$9,469,000
+43.6%
116,785
+124139.4%
0.38%
Q4 2020$6,596,000940.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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