BDO Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$36,433
+9.3%
4650.0%0.00%0.0%
Q1 2023$33,346
+1.3%
465
-7.0%
0.00%0.0%
Q4 2022$32,930
+6.2%
5000.0%0.00%0.0%
Q3 2022$31,000
-16.2%
500
-9.1%
0.00%
-20.0%
Q2 2022$37,000
-17.8%
5500.0%0.01%0.0%
Q1 2022$45,000
-6.2%
5500.0%0.01%0.0%
Q4 2021$48,000
+9.1%
5500.0%0.01%0.0%
Q3 2021$44,000
-15.4%
550
-15.4%
0.01%
-16.7%
Q2 2021$52,000
+8.3%
6500.0%0.01%0.0%
Q1 2021$48,000
-2.0%
650
-7.1%
0.01%
-14.3%
Q4 2020$49,000
+14.0%
7000.0%0.01%0.0%
Q3 2020$43,000
-4.4%
700
-12.5%
0.01%
-12.5%
Q2 2020$45,000
+21.6%
8000.0%0.01%
+14.3%
Q1 2020$37,000
-17.8%
8000.0%0.01%
-41.7%
Q4 2019$45,000
+7.1%
8000.0%0.01%
+9.1%
Q3 2019$42,000
+2.4%
8000.0%0.01%0.0%
Q2 2019$41,000
+5.1%
8000.0%0.01%0.0%
Q1 2019$39,0008000.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders