YorkBridge Wealth Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2022$222,278
+4.8%
3,3750.0%0.06%
+1.8%
Q3 2022$212,000
-5.4%
3,3750.0%0.06%
-6.8%
Q2 2022$224,000
-18.2%
3,3750.0%0.06%
-1.7%
Q1 2022$274,000
-7.7%
3,3750.0%0.06%
-10.4%
Q4 2021$297,000
+10.0%
3,3750.0%0.07%
-1.5%
Q3 2021$270,0000.0%3,3750.0%0.07%
-2.9%
Q2 2021$270,000
+8.4%
3,3750.0%0.07%
-5.4%
Q1 2021$249,000
+5.1%
3,3750.0%0.07%
-6.3%
Q4 2020$237,0003,3750.08%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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