Mutual Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$734,899
+72.2%
9,770
+79.3%
0.03%
+81.2%
Q2 2023$426,851
+17.2%
5,448
+7.2%
0.02%
+6.7%
Q1 2023$364,287
+10.4%
5,080
+1.4%
0.02%0.0%
Q4 2022$329,959
-36.7%
5,010
-39.6%
0.02%
-44.4%
Q3 2022$521,000
+56.5%
8,288
+65.4%
0.03%
+22.7%
Q2 2022$333,000
-17.2%
5,010
+0.9%
0.02%0.0%
Q1 2022$402,000
-61.0%
4,964
-57.6%
0.02%
-60.0%
Q4 2021$1,030,000
+9.1%
11,718
-0.6%
0.06%
-1.8%
Q3 2021$944,000
-1.3%
11,792
-1.3%
0.06%
-1.8%
Q2 2021$956,000
+9.4%
11,953
+0.8%
0.06%
-5.0%
Q1 2021$874,000
+58.3%
11,857
+50.7%
0.06%
+46.3%
Q4 2020$552,000
-1.3%
7,866
-13.0%
0.04%
-14.6%
Q3 2020$559,000
+8.3%
9,037
-1.1%
0.05%
-5.9%
Q2 2020$516,0009,1420.05%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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