Valeo Financial 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
Valeo Financial Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$577,682
-9.2%
7,680
-5.4%
0.03%
-10.3%
Q2 2023$635,891
+19.6%
8,116
+9.5%
0.03%
+11.5%
Q1 2023$531,483
-29.3%
7,412
-35.1%
0.03%
-36.6%
Q4 2022$752,043
+159.3%
11,419
+148.0%
0.04%
+127.8%
Q3 2022$290,000
-5.2%
4,6050.0%0.02%
-5.3%
Q2 2022$306,000
-18.0%
4,6050.0%0.02%0.0%
Q1 2022$373,000
-7.9%
4,6050.0%0.02%
-13.6%
Q4 2021$405,000
+9.8%
4,6050.0%0.02%
+4.8%
Q3 2021$369,000
+0.3%
4,6050.0%0.02%
-4.5%
Q2 2021$368,000
+8.2%
4,6050.0%0.02%
+37.5%
Q1 2021$340,000
+5.3%
4,6050.0%0.02%
-5.9%
Q4 2020$323,000
+3.9%
4,605
-8.4%
0.02%
-37.0%
Q3 2020$311,000
+9.9%
5,0270.0%0.03%
+3.8%
Q2 2020$283,000
+14.1%
5,0270.0%0.03%0.0%
Q1 2020$248,000
+11.7%
5,027
+28.0%
0.03%
+18.2%
Q4 2019$222,000
+8.8%
3,9270.0%0.02%
-4.3%
Q3 2019$204,000
+26.7%
3,927
+24.7%
0.02%
+27.8%
Q2 2019$161,000
+59.4%
3,148
+52.2%
0.02%
+50.0%
Q1 2019$101,0002,0680.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 328,570$20,309,00013.53%
LEO BROKERAGE, LLC 362,158$20,422,0008.44%
Orgel Wealth Management, LLC 258,797$15,996,0004.46%
Diversified Portfolios, Inc. 155,646$9,620,0004.16%
Stewardship Advisors, LLC 114,526$7,392,0003.70%
Crewe Advisors LLC 87,906$5,433,0002.55%
Stevard, LLC 66,612$4,117,0001.72%
MBE Wealth Management, LLC 32,235$1,817,0001.53%
Boston Standard Wealth Management, LLC 57,342$3,544,000,0001.49%
RETIREMENT CAPITAL STRATEGIES 41,685$2,524,0001.17%
View complete list of VANGUARD WORLD FD shareholders