Rockbridge Investment Management, LCC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$561,000
+22.0%
6,383
+11.1%
0.08%
+9.2%
Q3 2021$460,000
+0.2%
5,7440.0%0.08%
-2.6%
Q2 2021$459,000
+10.1%
5,744
+1.5%
0.08%
-1.3%
Q1 2021$417,000
+7.8%
5,657
+2.4%
0.08%0.0%
Q4 2020$387,000
+14.5%
5,522
+0.9%
0.08%
-1.2%
Q3 2020$338,000
+482.8%
5,474
+428.4%
0.08%
+433.3%
Q2 2020$58,0001,0360.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders