HALBERT HARGROVE GLOBAL ADVISORS, 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$827,802
-7.3%
11,005
-3.4%
0.06%
-4.6%
Q2 2023$892,570
+4.5%
11,392
-4.3%
0.06%
+12.1%
Q1 2023$853,930
+7.4%
11,908
-1.3%
0.06%
+1.8%
Q4 2022$794,807
-11.4%
12,068
-15.3%
0.06%
-17.4%
Q3 2022$897,000
-5.3%
14,251
-0.0%
0.07%
-1.4%
Q2 2022$947,000
+8.4%
14,257
+32.3%
0.07%
+20.7%
Q1 2022$874,000
-9.2%
10,778
-1.7%
0.06%
-4.9%
Q4 2021$963,000
+9.2%
10,959
-0.5%
0.06%0.0%
Q3 2021$882,000
+0.2%
11,015
+0.2%
0.06%
+5.2%
Q2 2021$880,000
+7.1%
10,998
-1.3%
0.06%
-1.7%
Q1 2021$822,000
+5.4%
11,141
+0.2%
0.06%0.0%
Q4 2020$780,000
-36.3%
11,121
-43.9%
0.06%
-50.0%
Q3 2020$1,224,000
+9.9%
19,808
+0.3%
0.12%
-28.0%
Q2 2020$1,114,000
+29.2%
19,752
+5.0%
0.16%
+9.3%
Q1 2020$862,00018,8190.15%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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