Trek Financial, 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
Trek Financial, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$562,119
-29.9%
7,473
-26.9%
0.05%
-28.2%
Q2 2023$801,442
+35.4%
10,229
+23.9%
0.07%
+29.1%
Q1 2023$591,966
-56.2%
8,255
-59.8%
0.06%
-59.3%
Q4 2022$1,351,381
-11.3%
20,519
-15.3%
0.14%
-15.6%
Q3 2022$1,524,000
-16.8%
24,220
-12.2%
0.16%
-14.4%
Q2 2022$1,831,000
+55.6%
27,577
+90.0%
0.19%
+83.3%
Q1 2022$1,177,00014,5170.10%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
VISA FOUNDATION 2,324,535$166,692,405100.00%
Platt Investment Counsel, LLC 318,000$22,803,81130.48%
Verde Capital Management 477,375$34,232,52514.28%
IMPACTfolio, LLC 188,942$13,549,03011.34%
Financial Network Wealth Management LLC 218,901$15,697,3917.77%
LEO BROKERAGE, LLC 696,180$49,967,7417.46%
Cedar Wealth Management, LLC 251,080$18,004,9747.37%
EQ LLC 85,006$6,095,7874.63%
Atlantic Private Wealth, LLC 52,252$3,746,9913.94%
Affinity Capital Advisors, LLC 168,716$12,098,6033.76%
View complete list of VANGUARD WORLD FD shareholders