MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,363,890
-3.9%
18,132
+0.1%
0.05%
-5.6%
Q2 2023$1,419,076
+9.3%
18,1120.0%0.05%0.0%
Q1 2023$1,298,812
+8.9%
18,1120.0%0.05%
-5.3%
Q4 2022$1,192,856
-66.0%
18,112
-67.5%
0.06%
-69.4%
Q3 2022$3,508,000
+221.8%
55,765
+239.8%
0.19%
+226.3%
Q2 2022$1,090,00016,4120.06%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
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