Cedar Brook Financial Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$228,830
-3.7%
3,042
+0.3%
0.06%
+5.3%
Q2 2023$237,535
+9.6%
3,032
+0.3%
0.06%
+1.8%
Q1 2023$216,815
-10.4%
3,023
+1.4%
0.06%
-11.1%
Q1 2022$242,000
-7.3%
2,981
+0.2%
0.06%
-6.0%
Q4 2021$261,000
+10.1%
2,975
+0.3%
0.07%
-5.6%
Q3 2021$237,000
-3.3%
2,966
-3.3%
0.07%0.0%
Q2 2021$245,000
-2.0%
3,066
-9.5%
0.07%
-18.4%
Q1 2021$250,0003,3880.09%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
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