JNBA Financial Advisors - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,048,492
-5.9%
13,939
-2.0%
0.13%
-2.2%
Q2 2023$1,114,686
+20.3%
14,227
+10.1%
0.13%
+10.7%
Q1 2023$926,637
+17.6%
12,922
+8.0%
0.12%
+10.0%
Q4 2022$788,081
+9.5%
11,966
+4.6%
0.11%
-0.9%
Q3 2022$720,000
-5.6%
11,440
-0.5%
0.11%
-4.3%
Q2 2022$763,000
-9.2%
11,495
+10.9%
0.12%
+4.5%
Q1 2022$840,000
-12.4%
10,366
-5.0%
0.11%
-5.1%
Q4 2021$959,000
+26.2%
10,910
+15.0%
0.12%
+14.7%
Q3 2021$760,000
+10.3%
9,491
+10.2%
0.10%
+9.7%
Q2 2021$689,000
+20.5%
8,609
+11.0%
0.09%
+12.0%
Q1 2021$572,000
+37.2%
7,756
+30.5%
0.08%
+20.3%
Q4 2020$417,000
+189.6%
5,942
+154.7%
0.07%
+137.9%
Q3 2020$144,000
+10.8%
2,333
+1.3%
0.03%
+3.6%
Q2 2020$130,000
+14.0%
2,303
-7.8%
0.03%
+3.7%
Q1 2020$114,000
+159.1%
2,498
+224.4%
0.03%
+237.5%
Q4 2019$44,0007700.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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