Well Done, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,208,402
-3.9%
29,359
+0.1%
0.49%0.0%
Q2 2023$2,298,292
+11.5%
29,334
+2.1%
0.49%
+9.6%
Q1 2023$2,060,657
-24.1%
28,736
-30.3%
0.45%
-23.6%
Q4 2022$2,716,400
+64.6%
41,245
+57.3%
0.58%
+44.9%
Q3 2022$1,650,000
+213.7%
26,226
+231.1%
0.40%
+247.4%
Q2 2022$526,000
+1.5%
7,922
+24.1%
0.12%
+11.5%
Q1 2022$518,000
+28.9%
6,385
+39.6%
0.10%
+28.4%
Q4 2021$402,000
+71.1%
4,574
+56.1%
0.08%
+55.8%
Q3 2021$235,000
+0.4%
2,9310.0%0.05%0.0%
Q2 2021$234,000
+8.3%
2,931
+0.1%
0.05%
+4.0%
Q1 2021$216,000
-20.0%
2,929
-38.9%
0.05%
-32.4%
Q2 2020$270,000
+23.3%
4,7930.0%0.07%
+12.1%
Q1 2020$219,0004,7930.07%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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