Shepherd Financial Partners LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$974,174
-4.0%
12,9510.0%0.15%
-2.5%
Q2 2023$1,014,711
+9.3%
12,9510.0%0.16%
+1.3%
Q1 2023$928,716
+8.6%
12,951
-0.2%
0.16%0.0%
Q4 2022$854,994
-9.1%
12,982
-13.3%
0.16%
-15.8%
Q3 2022$941,000
-5.3%
14,9650.0%0.18%
-5.2%
Q2 2022$994,000
-18.0%
14,9650.0%0.19%
-10.2%
Q1 2022$1,212,000
+63.6%
14,965
+77.4%
0.22%
+67.4%
Q4 2021$741,0008,4340.13%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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