Asset Allocation & Management Company, 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
Asset Allocation & Management Company, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$993
+8.9%
13,8500.0%0.40%
+12.7%
Q4 2022$912
-100.0%
13,850
-74.0%
0.35%
-74.3%
Q3 2022$3,350,000
-10.8%
53,250
-5.8%
1.37%
-12.3%
Q2 2022$3,755,000
-18.1%
56,5450.0%1.56%
-4.8%
Q1 2022$4,585,000
-33.1%
56,545
-27.5%
1.64%
-29.1%
Q4 2021$6,851,000
+122.0%
77,945
+102.2%
2.32%
+38.8%
Q3 2021$3,086,000
+0.1%
38,5450.0%1.67%
+17.5%
Q2 2021$3,083,000
+8.4%
38,5450.0%1.42%
+1.4%
Q1 2021$2,843,00038,5451.40%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 3,057,600$268,732,000100.00%
Refined Wealth Management 267,899$23,546,00018.26%
Platt Investment Counsel, LLC 231,549$20,351,00017.36%
IMPACTfolio, LLC 146,532$12,879,00011.28%
Crewe Advisors LLC 473,418$41,609,0008.46%
Verde Capital Management 218,649$19,217,0007.32%
RETIREMENT CAPITAL STRATEGIES 174,812$15,364,0005.64%
Financial Network Wealth Management LLC 117,489$10,326,0005.23%
EQ LLC 77,696$6,829,0004.76%
Cedar Wealth Management, LLC 128,472$11,291,0004.56%
View complete list of VANGUARD WORLD FD shareholders