Joel Isaacson & Co., LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$636,762
+4.2%
8,465
+8.6%
0.04%
+7.3%
Q2 2023$610,840
+9.6%
7,796
+0.3%
0.04%
+2.5%
Q1 2023$557,557
+17.1%
7,775
+7.5%
0.04%
+8.1%
Q4 2022$476,234
+52.6%
7,231
+45.9%
0.04%
+37.0%
Q3 2022$312,0004,9570.03%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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