Refined Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Refined Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2022$221,946
+4.7%
3,3700.0%0.19%
+1.6%
Q3 2022$212,000
-7.0%
3,370
-1.7%
0.19%
-6.4%
Q2 2022$228,000
-48.1%
3,428
-36.6%
0.20%
-45.0%
Q1 2022$439,000
-98.1%
5,410
-98.0%
0.37%
-98.0%
Q4 2021$23,546,000
+11.5%
267,899
+1.6%
18.26%
+6.8%
Q3 2021$21,113,000
+1.9%
263,708
+1.8%
17.10%
-1.7%
Q2 2021$20,712,000258,96817.39%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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