PATHSTONE FAMILY OFFICE, 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
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 Q1 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders