KMG FIDUCIARY PARTNERS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$443,798
-4.0%
5,9000.0%0.06%
-1.7%
Q2 2023$462,265
+9.3%
5,9000.0%0.06%
-1.6%
Q1 2023$423,089
+8.9%
5,9000.0%0.06%
-4.7%
Q4 2022$388,574
+4.7%
5,9000.0%0.06%
-9.9%
Q3 2022$371,000
-5.4%
5,9000.0%0.07%
-2.7%
Q2 2022$392,000
-18.0%
5,9000.0%0.07%
-3.9%
Q1 2022$478,000
-7.9%
5,9000.0%0.08%
-5.0%
Q4 2021$519,000
+10.0%
5,9000.0%0.08%0.0%
Q3 2021$472,0000.0%5,9000.0%0.08%
-3.6%
Q2 2021$472,0005,9000.08%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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