Capital Asset Advisory Services 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
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 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