Carolina Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$149,612
+11.6%
1,989
+16.2%
0.08%
+3.7%
Q2 2023$134,057
+9.3%
1,7110.0%0.08%
+12.5%
Q1 2023$122,696
+103879.7%
1,711
-4.4%
0.07%
-2.7%
Q4 2022$118
-99.9%
1,789
+30.7%
0.07%
+8.8%
Q3 2022$86,000
+19.4%
1,369
+25.8%
0.07%
+41.7%
Q2 2022$72,000
-58.4%
1,088
-49.0%
0.05%
-56.0%
Q1 2022$173,000
-7.5%
2,1330.0%0.11%
+2.8%
Q4 2021$187,000
+68.5%
2,133
+53.6%
0.11%
+43.2%
Q3 2021$111,0000.0%1,3890.0%0.07%
-1.3%
Q2 2021$111,000
+8.8%
1,3890.0%0.08%
+1.4%
Q1 2021$102,000
+5.2%
1,3890.0%0.07%
-5.1%
Q4 2020$97,000
+31.1%
1,389
+15.8%
0.08%
+20.0%
Q3 2020$74,0001,2000.06%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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