BRANDYWINE OAK PRIVATE WEALTH LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,740,052
-3.4%
49,722
+0.6%
0.44%
+1.4%
Q2 2023$3,872,124
+17.8%
49,421
+7.8%
0.43%
+12.8%
Q1 2023$3,287,611
+10.9%
45,846
+1.9%
0.38%
+4.1%
Q4 2022$2,963,294
+7.4%
44,994
+2.6%
0.37%
-1.3%
Q3 2022$2,758,000
+2.7%
43,849
+8.4%
0.37%
+8.7%
Q2 2022$2,685,000
-3.9%
40,447
+17.3%
0.34%
+7.5%
Q1 2022$2,795,000
+1.5%
34,478
+10.0%
0.32%
+6.3%
Q4 2021$2,754,000
+44.8%
31,345
+29.3%
0.30%
+36.2%
Q3 2021$1,902,000
-3.3%
24,240
-1.4%
0.22%
-3.5%
Q2 2021$1,966,000
+85.5%
24,590
+71.1%
0.23%
+46.8%
Q1 2021$1,060,000
+13.9%
14,375
+8.2%
0.16%
+9.9%
Q4 2020$931,000
+21.5%
13,281
+7.1%
0.14%
+10.9%
Q3 2020$766,000
-0.8%
12,400
-7.3%
0.13%
-6.6%
Q2 2020$772,000
+59.2%
13,375
+26.2%
0.14%
+37.0%
Q1 2020$485,000
+9.2%
10,602
+35.1%
0.10%
+23.5%
Q4 2019$444,0007,8490.08%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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