Carolina Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2022
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