Intersect Capital LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Intersect Capital LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$1,211,000
-19.0%
18,242
-1.1%
0.37%
+27.5%
Q1 2022$1,495,000
-11.2%
18,442
-3.7%
0.29%
-7.4%
Q4 2021$1,683,000
+14.4%
19,152
+4.2%
0.31%
+23.0%
Q3 2021$1,471,000
+14.1%
18,374
+14.0%
0.25%
+10.5%
Q2 2021$1,289,000
+23.2%
16,122
+13.7%
0.23%
+7.5%
Q1 2021$1,046,000
+16.2%
14,180
+10.6%
0.21%
+7.1%
Q4 2020$900,000
+52.8%
12,820
+34.5%
0.20%
+24.5%
Q3 2020$589,0009,5350.16%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
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