AE Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$324,013
+29.9%
4,518
+19.3%
0.00%0.0%
Q4 2022$249,428
+19.9%
3,787
+14.4%
0.00%0.0%
Q3 2022$208,000
+3.5%
3,309
+9.4%
0.00%0.0%
Q2 2022$201,000
-14.8%
3,025
+4.0%
0.00%0.0%
Q1 2022$236,000
+14.0%
2,910
+23.3%
0.00%
+100.0%
Q4 2021$207,0002,3600.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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