Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$285,072
-3.9%
3,790
+0.1%
0.00%0.0%
Q2 2023$296,714
+12.2%
3,787
+2.7%
0.00%0.0%
Q1 2023$264,451
+8.9%
3,688
+0.1%
0.00%0.0%
Q4 2022$242,744
-62.9%
3,686
-64.6%
0.00%
-66.7%
Q3 2022$654,000
+168.0%
10,403
+182.7%
0.01%
+200.0%
Q2 2022$244,000
-17.6%
3,680
+0.6%
0.00%
-20.0%
Q1 2022$296,000
+5.0%
3,657
+13.8%
0.01%
+25.0%
Q4 2021$282,000
+9.7%
3,213
+0.1%
0.00%0.0%
Q3 2021$257,000
+18.4%
3,211
+18.1%
0.00%0.0%
Q2 2021$217,000
-100.0%
2,718
-76.8%
0.00%
-50.0%
Q1 2021$863,146,000
+513677.4%
11,704
+389.1%
0.01%
+100.0%
Q4 2020$168,000
+28.2%
2,393
+13.0%
0.00%
+33.3%
Q3 2020$131,000
-93.9%
2,117
-94.4%
0.00%
-95.1%
Q2 2020$2,148,00038,0980.06%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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