GenTrust, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$885,824
-3.8%
11,776
+0.2%
0.06%
-1.6%
Q2 2023$921,105
+22.4%
11,756
+12.1%
0.06%
+16.7%
Q1 2023$752,252
+9.0%
10,490
+0.1%
0.05%
-12.9%
Q4 2022$690,029
-6.0%
10,477
-10.2%
0.06%
-1.6%
Q3 2022$734,000
-2.0%
11,668
+3.4%
0.06%
+1.6%
Q2 2022$749,000
-10.4%
11,286
+9.5%
0.06%
-3.1%
Q1 2022$836,000
+7.2%
10,308
+8.3%
0.06%
+4.9%
Q4 2021$780,000
+2.5%
9,522
+0.1%
0.06%
-3.2%
Q3 2021$761,000
+0.1%
9,511
+0.1%
0.06%
-1.6%
Q2 2021$760,000
+2.8%
9,500
-7.5%
0.06%
-7.2%
Q1 2021$739,000
+57.2%
10,268
+53.3%
0.07%
+68.3%
Q4 2020$470,000
+13.5%
6,7000.0%0.04%
+7.9%
Q3 2020$414,000
+9.5%
6,7000.0%0.04%
-19.1%
Q2 2020$378,000
-99.9%
6,7000.0%0.05%
+6.8%
Q1 2020$306,793,000
+80848.0%
6,7000.0%0.04%
-20.0%
Q4 2019$379,000
+8.9%
6,7000.0%0.06%0.0%
Q3 2019$348,000
+1.5%
6,7000.0%0.06%0.0%
Q2 2019$343,0006,7000.06%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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