Caprock Group, 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
Caprock Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$14,514,795
-2.5%
192,964
+1.5%
1.10%
+0.5%
Q2 2023$14,892,580
+8.6%
190,077
-0.6%
1.09%
+2.8%
Q1 2023$13,711,729
+10.5%
191,210
+1.5%
1.06%
-8.0%
Q4 2022$12,409,522
+12.2%
188,422
+7.2%
1.16%
+8.5%
Q3 2022$11,058,000
+0.4%
175,773
+5.9%
1.06%
-1.5%
Q2 2022$11,017,000
-0.9%
165,923
+21.1%
1.08%
+3.4%
Q1 2022$11,113,000
-1.4%
137,063
+6.9%
1.04%
+12.5%
Q4 2021$11,272,000
+10.2%
128,252
+0.4%
0.93%
+1.6%
Q3 2021$10,232,000
+0.1%
127,800
+0.0%
0.91%
-1.7%
Q2 2021$10,220,000
+8.5%
127,781
+0.0%
0.93%
-9.8%
Q1 2021$9,423,000
+5.8%
127,767
+0.7%
1.03%
+1.6%
Q4 2020$8,905,000
+13.5%
126,910
+0.0%
1.02%
-5.5%
Q3 2020$7,843,000
+9.6%
126,888
+0.0%
1.07%
-0.1%
Q2 2020$7,154,000
+757.8%
126,867
+596.7%
1.08%
+580.4%
Q1 2020$834,00018,2100.16%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders