RETIREMENT CAPITAL STRATEGIES - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$277,818
-98.9%
3,693
-98.8%
0.13%
-98.8%
Q2 2023$24,341,748
+281.0%
310,680
+220.3%
11.20%
+257.1%
Q4 2022$6,388,495
+71.0%
97,001
+72.4%
3.14%
+87.1%
Q2 2022$3,737,000
-16.2%
56,277
-1.5%
1.68%
-6.2%
Q1 2022$4,457,000
-71.0%
57,161
-67.3%
1.79%
-68.3%
Q4 2021$15,364,000
+12.1%
174,812
+2.1%
5.64%
+7.3%
Q3 2021$13,703,000
+401.4%
171,161
+400.8%
5.26%
+404.6%
Q2 2021$2,733,000
+770.4%
34,177
+701.7%
1.04%
+740.3%
Q1 2021$314,000
-89.3%
4,263
-89.8%
0.12%
-89.5%
Q4 2020$2,925,000
+15.9%
41,6850.0%1.19%
+1.7%
Q3 2020$2,524,000
+133.5%
41,685
+117.4%
1.17%
+127.3%
Q2 2020$1,081,000
-4.6%
19,177
-4.3%
0.51%
-4.8%
Q4 2019$1,133,000
-11.3%
20,032
-18.6%
0.54%
-16.0%
Q3 2019$1,278,000
-1.2%
24,622
-2.6%
0.64%
-0.5%
Q2 2019$1,294,000
-35.3%
25,279
+3.4%
0.64%
-36.2%
Q1 2019$2,000,000
+107.0%
24,449
+8.8%
1.01%
+86.5%
Q4 2018$966,00022,4740.54%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders