Diversified Portfolios, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Diversified Portfolios, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$11,848,053
-9.4%
157,512
-5.6%
2.24%
-14.8%
Q2 2023$13,071,992
+9.8%
166,841
+0.5%
2.62%
-1.0%
Q1 2023$11,904,792
+13.5%
166,013
+4.2%
2.65%
+10.1%
Q4 2022$10,492,618
+4.6%
159,317
-0.1%
2.40%
-10.9%
Q3 2022$10,029,000
-4.5%
159,422
+0.8%
2.70%
-7.8%
Q2 2022$10,507,000
-14.3%
158,232
+4.6%
2.93%
-0.4%
Q1 2022$12,262,000
-4.0%
151,229
+4.1%
2.94%
-4.3%
Q4 2021$12,774,000
+4.9%
145,336
-4.5%
3.07%
-8.8%
Q3 2021$12,183,000
-0.6%
152,170
-0.7%
3.37%
-27.0%
Q2 2021$12,257,000
+8.5%
153,248
+0.0%
4.62%
+24.2%
Q1 2021$11,301,000
+3.5%
153,239
-1.5%
3.72%
-4.8%
Q4 2020$10,919,000
+13.5%
155,607
-0.0%
3.90%
-6.1%
Q3 2020$9,620,000
-4.3%
155,646
-12.7%
4.16%
-13.5%
Q2 2020$10,049,000
+36.0%
178,199
+10.4%
4.81%
+17.3%
Q1 2020$7,391,000
-15.1%
161,419
+4.9%
4.10%
-0.5%
Q4 2019$8,702,000
+9.9%
153,823
+0.9%
4.12%
+2.9%
Q3 2019$7,916,000152,4954.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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