Capital Analysts, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$424
-6.0%
5,631
-2.1%
0.02%
-4.0%
Q2 2023$451
+6.4%
5,753
-2.7%
0.02%
+4.2%
Q1 2023$424
+4.4%
5,911
-4.1%
0.02%
-4.0%
Q4 2022$406
-99.9%
6,165
+39.1%
0.02%
+31.6%
Q3 2022$279,000
+17.2%
4,431
+23.4%
0.02%
+11.8%
Q2 2022$238,000
-18.2%
3,591
+0.1%
0.02%
-5.6%
Q1 2022$291,000
-38.3%
3,588
-33.1%
0.02%
-37.9%
Q4 2021$472,000
+9.0%
5,365
-0.7%
0.03%
+3.6%
Q3 2021$433,000
-2.3%
5,405
-2.3%
0.03%
-6.7%
Q2 2021$443,000
+24.8%
5,535
+14.9%
0.03%
+20.0%
Q1 2021$355,000
+132.0%
4,818
+121.0%
0.02%
+92.3%
Q4 2020$153,000
+59.4%
2,180
+40.7%
0.01%
+44.4%
Q3 2020$96,000
+33.3%
1,549
+21.3%
0.01%
+12.5%
Q2 2020$72,000
+24.1%
1,277
+0.4%
0.01%
+14.3%
Q1 2020$58,0001,2720.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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