Winch Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$29
-3.3%
3870.0%0.01%0.0%
Q2 2023$30
+7.1%
3870.0%0.01%0.0%
Q1 2023$28
+12.0%
3870.0%0.01%0.0%
Q4 2022$25
-99.9%
3870.0%0.01%
+10.0%
Q3 2022$24,000
-7.7%
3870.0%0.01%
-9.1%
Q2 2022$26,000
-16.1%
3870.0%0.01%0.0%
Q1 2022$31,000
-8.8%
3870.0%0.01%0.0%
Q4 2021$34,000
+9.7%
3870.0%0.01%0.0%
Q3 2021$31,000
+40.9%
387
+37.7%
0.01%
+37.5%
Q2 2021$22,000
+69.2%
281
+56.1%
0.01%
+60.0%
Q1 2021$13,0001800.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
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