Mokosak Advisory Group, 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
Mokosak Advisory Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$532,390
-3.7%
7,078
+0.4%
0.22%
-0.9%
Q2 2023$552,642
+4.4%
7,053
-4.5%
0.22%
-3.5%
Q1 2023$529,539
+9.2%
7,385
+0.4%
0.23%
+4.1%
Q4 2022$484,731
+5.1%
7,356
-0.0%
0.22%
-4.4%
Q3 2022$461,000
-7.8%
7,357
-2.3%
0.23%
-5.0%
Q2 2022$500,000
-15.8%
7,527
+3.0%
0.24%
-0.8%
Q1 2022$594,000
-12.1%
7,308
-5.0%
0.24%
-6.9%
Q4 2021$676,000
+18.2%
7,691
+7.5%
0.26%
+9.3%
Q3 2021$572,000
+2.5%
7,152
+2.6%
0.24%
+1.3%
Q2 2021$558,000
+5.1%
6,974
-3.2%
0.23%
-1.7%
Q1 2021$531,000
+2.9%
7,208
-1.9%
0.24%
-3.6%
Q4 2020$516,000
+13.7%
7,344
-0.1%
0.25%
-5.0%
Q3 2020$454,000
+4.1%
7,352
-4.8%
0.26%
-2.3%
Q2 2020$436,000
+23.9%
7,725
+0.4%
0.27%
+1.1%
Q1 2020$352,000
+1.7%
7,697
+26.0%
0.26%
+25.8%
Q4 2019$346,000
+4.2%
6,108
-4.3%
0.21%
-4.6%
Q3 2019$332,0006,3820.22%
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