RWA WEALTH PARTNERS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
RWA WEALTH PARTNERS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$739,112
-7.4%
9,826
-3.6%
0.02%
-5.9%
Q2 2023$798,453
-3.3%
10,191
-11.5%
0.02%
-15.0%
Q1 2023$825,803
+9.4%
11,516
+4.3%
0.02%
+5.3%
Q4 2022$754,742
+19.6%
11,036
+10.0%
0.02%
-56.8%
Q3 2022$631,000
-90.2%
10,036
-89.7%
0.04%
-89.9%
Q2 2022$6,447,000
-22.1%
97,094
-4.9%
0.44%
-18.8%
Q1 2022$8,276,000
-19.4%
102,075
-12.6%
0.54%
-22.2%
Q4 2021$10,265,000
+14.8%
116,797
+4.6%
0.69%
+3.3%
Q3 2021$8,943,000
+1.7%
111,706
+1.6%
0.67%
+1.7%
Q2 2021$8,791,000
+13.5%
109,920
+4.7%
0.66%
+5.0%
Q1 2021$7,742,000
+27.7%
104,973
+21.5%
0.62%
+16.2%
Q4 2020$6,062,000
+59.2%
86,395
+40.3%
0.54%
+34.5%
Q3 2020$3,807,000
+10.6%
61,586
+0.9%
0.40%
-5.0%
Q2 2020$3,442,000
+27.3%
61,043
+3.4%
0.42%
+9.9%
Q1 2020$2,704,000
-15.5%
59,049
+4.4%
0.38%
+20.8%
Q4 2019$3,200,000
+27.1%
56,566
+16.6%
0.32%
+19.2%
Q3 2019$2,518,000
+30.5%
48,505
+28.6%
0.27%
+28.5%
Q2 2019$1,929,000
+144.2%
37,706
+134.2%
0.21%
+130.0%
Q1 2019$790,00016,1020.09%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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