Orgel Wealth Management, 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
Orgel Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$18,168,338
-4.0%
241,536
+0.0%
0.61%
-1.8%
Q2 2023$18,919,880
+6.5%
241,479
-2.5%
0.62%
-1.6%
Q1 2023$17,760,560
+2.3%
247,672
-6.1%
0.64%
-4.9%
Q4 2022$17,362,540
-2.2%
263,628
-6.5%
0.67%
-23.7%
Q3 2022$17,745,000
-4.4%
282,076
+0.9%
0.88%
-16.6%
Q2 2022$18,561,000
-15.9%
279,530
+2.7%
1.05%
-30.7%
Q1 2022$22,065,000
-8.6%
272,143
-1.0%
1.52%
-35.0%
Q4 2021$24,150,000
+14.8%
274,776
+4.6%
2.33%
-2.4%
Q3 2021$21,028,000
+1.7%
262,650
+1.6%
2.39%
-7.9%
Q2 2021$20,681,000
+7.7%
258,579
-0.7%
2.59%
-4.6%
Q1 2021$19,202,000
+6.1%
260,368
+0.9%
2.72%
-26.8%
Q4 2020$18,106,000
+13.2%
258,032
-0.3%
3.72%
-16.7%
Q3 2020$15,996,000
+5.0%
258,797
-4.2%
4.46%
-22.3%
Q2 2020$15,239,000
+163.3%
270,249
+113.8%
5.74%
+150.3%
Q1 2020$5,788,000
-11.9%
126,411
+8.9%
2.30%
+27.1%
Q4 2019$6,570,000
+10.8%
116,131
+1.7%
1.80%
-18.9%
Q3 2019$5,929,000114,2142.23%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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