PATHSTONE FAMILY OFFICE, 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
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,280,388
+89.9%
96,787
+97.8%
0.06%
-1.8%
Q2 2023$3,834,294
+11.3%
48,938
+1.9%
0.06%
+1.8%
Q1 2023$3,444,623
-46.9%
48,035
-51.3%
0.06%
+1.8%
Q4 2022$6,492,168
+5.2%
98,576
+0.5%
0.06%
-1.8%
Q3 2022$6,172,000
+90.1%
98,104
+100.7%
0.06%
-21.1%
Q2 2022$3,246,000
-17.8%
48,880
+0.3%
0.07%
-22.8%
Q1 2022$3,951,000
-7.6%
48,732
+0.2%
0.09%
-14.0%
Q4 2021$4,274,000
+10.1%
48,623
+0.3%
0.11%
-5.3%
Q3 2021$3,881,00048,4770.11%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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