Compass Ion Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$461,235
+34.1%
6,132
+18.5%
0.08%
-21.0%
Q2 2022$344,000
-49.0%
5,176
-37.8%
0.10%
-52.2%
Q1 2022$674,000
-19.0%
8,318
-12.1%
0.21%
-22.0%
Q4 2021$832,000
+14.4%
9,468
+4.2%
0.27%
+2.7%
Q3 2021$727,000
+35.9%
9,086
+35.7%
0.26%
+25.5%
Q2 2021$535,000
+15.1%
6,694
+6.2%
0.21%
+8.9%
Q1 2021$465,000
+0.6%
6,302
-4.4%
0.19%
+6.7%
Q4 2020$462,000
+24.9%
6,590
+10.2%
0.18%
-23.8%
Q3 2020$370,0005,9780.24%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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