Leonard Rickey Investment Advisors P.L.L.C. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,266,785
-1.4%
16,841
+2.7%
0.42%
-14.3%
Q2 2023$1,284,261
+6.3%
16,391
-2.7%
0.48%
+2.8%
Q1 2023$1,207,743
+10.3%
16,842
+1.3%
0.47%
+1.7%
Q4 2022$1,094,721
+5.6%
16,622
+0.8%
0.46%
-4.7%
Q3 2022$1,037,000
-5.0%
16,487
+0.3%
0.49%
+1.9%
Q2 2022$1,092,000
-16.1%
16,439
+2.5%
0.48%
-3.8%
Q1 2022$1,301,000
+1.7%
16,043
+10.2%
0.50%
+6.0%
Q4 2021$1,279,000
+26.1%
14,558
+14.9%
0.47%
+10.1%
Q3 2021$1,014,000
+1.5%
12,670
+3.2%
0.42%
-1.6%
Q2 2021$999,000
-45.6%
12,279
-50.7%
0.43%
-41.4%
Q1 2021$1,838,000
+15.5%
24,924
+9.9%
0.74%
+1.8%
Q4 2020$1,591,000
+168.8%
22,672
+136.9%
0.72%
+95.7%
Q3 2020$592,000
+7.1%
9,570
-2.4%
0.37%
+2.8%
Q2 2020$553,000
+13.1%
9,808
-8.1%
0.36%
-5.0%
Q1 2020$489,000
-18.5%
10,674
+0.6%
0.38%
+4.7%
Q4 2019$600,000
+184.4%
10,613
+161.5%
0.36%
+158.6%
Q3 2019$211,0004,0590.14%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 3,057,600$268,732,000100.00%
Refined Wealth Management 267,899$23,546,00018.26%
Platt Investment Counsel, LLC 231,549$20,351,00017.36%
IMPACTfolio, LLC 146,532$12,879,00011.28%
Crewe Advisors LLC 473,418$41,609,0008.46%
Verde Capital Management 218,649$19,217,0007.32%
RETIREMENT CAPITAL STRATEGIES 174,812$15,364,0005.64%
Financial Network Wealth Management LLC 117,489$10,326,0005.23%
EQ LLC 77,696$6,829,0004.76%
Cedar Wealth Management, LLC 128,472$11,291,0004.56%
View complete list of VANGUARD WORLD FD shareholders