Capital Asset Advisory Services LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 119 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$13,000
-18.8%
2030.0%0.00%
-50.0%
Q3 2021$16,0000.0%203
-1.0%
0.00%0.0%
Q2 2021$16,000
+6.7%
2050.0%0.00%0.0%
Q1 2021$15,000
+7.1%
2050.0%0.00%0.0%
Q4 2020$14,000
+7.7%
2050.0%0.00%
-33.3%
Q3 2020$13,000
+8.3%
2050.0%0.00%0.0%
Q2 2020$12,000
+20.0%
2050.0%0.00%0.0%
Q1 2020$10,0002050.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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