Sageworth Trust Co - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Sageworth Trust Co ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,184,540
-21.0%
29,042
-17.7%
0.16%
-17.9%
Q2 2023$2,766,382
+38.7%
35,308
+27.0%
0.20%
+32.7%
Q1 2023$1,993,896
+129880.2%
27,805
+19.4%
0.15%
+20.5%
Q4 2022$1,534
-99.9%
23,2940.0%0.12%
-6.2%
Q3 2022$1,465,000
+48.4%
23,294
+56.8%
0.13%
+52.9%
Q2 2022$987,000
-32.4%
14,854
-17.5%
0.08%
-25.4%
Q1 2022$1,461,000
+14.4%
18,012
+24.0%
0.11%
+15.2%
Q4 2021$1,277,000
+29.4%
14,530
+17.8%
0.10%
+25.3%
Q3 2021$987,000
+6.4%
12,330
+6.3%
0.08%
+8.2%
Q2 2021$928,000
+28.5%
11,602
+18.5%
0.07%
+21.7%
Q1 2021$722,000
+63.7%
9,792
+55.7%
0.06%
+50.0%
Q4 2020$441,000
+45.1%
6,291
+28.1%
0.04%
+21.2%
Q3 2020$304,000
+9.7%
4,9120.0%0.03%
+6.5%
Q2 2020$277,000
+6.1%
4,912
-13.8%
0.03%
-3.1%
Q1 2020$261,000
-15.8%
5,697
+4.1%
0.03%
-5.9%
Q4 2019$310,000
+119.9%
5,475
+101.1%
0.03%
+112.5%
Q3 2019$141,0002,7230.02%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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