Facet Wealth, Inc. - 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
Facet Wealth, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$21,685,241
+6.0%
296,004
+15.2%
1.07%
+2.4%
Q2 2023$20,458,608
+26.5%
256,921
+13.9%
1.04%
+6.3%
Q1 2023$16,178,069
+11.4%
225,604
+10.8%
0.98%
+6.1%
Q4 2022$14,520,790
-6.5%
203,572
-14.2%
0.92%
-21.5%
Q3 2022$15,537,000
+21.1%
237,210
+22.7%
1.18%
+5.1%
Q2 2022$12,832,000
+0.8%
193,258
+23.1%
1.12%
+1.5%
Q1 2022$12,728,000
+16.5%
156,980
+26.3%
1.10%
+8.6%
Q4 2021$10,921,000
+62.5%
124,256
+48.0%
1.02%
+32.2%
Q3 2021$6,722,000
+55.1%
83,958
+54.9%
0.77%
+29.1%
Q2 2021$4,334,000
+1374.1%
54,191
+1261.2%
0.60%
+1044.2%
Q1 2021$294,0003,9810.05%
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