Strategic Wealth Management Group, LLC - 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
Strategic Wealth Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2021$599,000
+8.5%
7,4880.0%0.22%
+3.8%
Q1 2021$552,000
+5.1%
7,4880.0%0.21%
-7.0%
Q4 2020$525,000
+16.7%
7,488
+2.9%
0.23%
+3.7%
Q3 2020$450,000
+54.1%
7,280
+40.6%
0.22%
+27.3%
Q2 2020$292,000
+23.2%
5,1770.0%0.17%
-2.3%
Q1 2020$237,0005,1770.18%
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