Beacon Pointe Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,628,116
+8.9%
48,233
+13.5%
0.04%
-16.7%
Q2 2023$3,330,822
+57.6%
42,513
+44.2%
0.05%
+50.0%
Q1 2023$2,113,611
+5.1%
29,475
-3.5%
0.04%
-7.7%
Q4 2022$2,011,122
+39.4%
30,539
+33.3%
0.04%
+21.9%
Q3 2022$1,443,000
-10.1%
22,904
-5.4%
0.03%
-5.9%
Q2 2022$1,605,000
-38.0%
24,222
-24.1%
0.03%
-2.9%
Q1 2022$2,588,000
+117.1%
31,919
+135.4%
0.04%
+12.9%
Q4 2021$1,192,000
+28.9%
13,559
+17.4%
0.03%
+34.8%
Q3 2021$925,000
+29.9%
11,553
+29.8%
0.02%
-8.0%
Q2 2021$712,000
+55.5%
8,901
+43.9%
0.02%
-10.7%
Q1 2021$458,000
+20.5%
6,186
+14.3%
0.03%
+7.7%
Q4 2020$380,000
-26.1%
5,412
-35.0%
0.03%
-48.0%
Q3 2020$514,000
+22.1%
8,321
+11.2%
0.05%
+19.0%
Q2 2020$421,000
+65.7%
7,480
+34.8%
0.04%
+5.0%
Q1 2020$254,0005,5490.04%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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