Robertson Stephens Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$613,043
-40.1%
8,150
-37.6%
0.04%
-43.1%
Q2 2023$1,023,251
-43.4%
13,060
-48.2%
0.07%
-48.2%
Q1 2023$1,808,526
+8.9%
25,2200.0%0.14%
-14.2%
Q4 2022$1,660,98925,2200.16%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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