Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$217,293
-6.5%
2,889
-2.6%
0.01%
-8.3%
Q2 2023$232,354
+10.6%
2,966
+1.2%
0.01%
-7.7%
Q1 2023$210,075
+11.3%
2,930
+2.2%
0.01%
+18.2%
Q4 2022$188,780
+6.7%
2,866
+1.5%
0.01%
-8.3%
Q3 2022$177,000
-19.9%
2,823
-14.4%
0.01%
+9.1%
Q2 2022$221,000
+24.2%
3,298
+49.4%
0.01%
+37.5%
Q1 2022$178,000
-3.3%
2,207
+5.1%
0.01%
+14.3%
Q4 2021$184,000
+65.8%
2,100
+53.2%
0.01%
+75.0%
Q3 2021$111,000
+24.7%
1,371
+23.8%
0.00%
+33.3%
Q2 2021$89,000
-52.9%
1,107
-54.5%
0.00%
-40.0%
Q1 2021$189,000
+101.1%
2,435
-3.4%
0.01%
+25.0%
Q4 2020$94,000
+91.8%
2,522
+205.7%
0.00%
+33.3%
Q3 2020$49,000
+53.1%
825
+38.9%
0.00%
+50.0%
Q2 2020$32,000
+18.5%
594
-3.6%
0.00%0.0%
Q1 2020$27,000
-20.6%
616
+0.2%
0.00%0.0%
Q4 2019$34,000
+6.2%
615
-2.7%
0.00%0.0%
Q3 2019$32,000
+166.7%
632
+152.8%
0.00%
+100.0%
Q2 2019$12,0002500.00%
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