Monterey Private Wealth, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,803,367
-0.8%
37,269
+3.3%
1.41%
+3.0%
Q2 2023$2,825,415
+7.7%
36,061
-1.4%
1.37%
+1.6%
Q1 2023$2,622,327
+4.3%
36,569
-4.2%
1.35%
-0.7%
Q4 2022$2,514,452
+6.5%
38,179
+3.2%
1.36%
-4.0%
Q3 2022$2,360,000
-3.6%
36,978
+0.3%
1.41%
+1.1%
Q2 2022$2,448,000
-7.7%
36,867
+14.4%
1.40%
+9.2%
Q1 2022$2,651,000
-3.0%
32,213
+3.5%
1.28%
-5.4%
Q4 2021$2,734,000
+43.8%
31,110
+31.8%
1.35%
+26.9%
Q3 2021$1,901,000
+3.0%
23,611
+2.3%
1.07%
+0.7%
Q2 2021$1,846,000
+27.0%
23,084
+24.3%
1.06%
+32.5%
Q1 2021$1,454,000
+8.6%
18,578
-2.6%
0.80%
+3.6%
Q4 2020$1,339,000
+25.1%
19,080
+10.2%
0.77%
+12.2%
Q3 2020$1,070,000
+10.1%
17,307
+0.4%
0.69%
-0.7%
Q2 2020$972,000
+58.8%
17,235
+29.0%
0.69%
+32.8%
Q1 2020$612,000
+60.6%
13,357
+98.2%
0.52%
+70.6%
Q4 2019$381,0006,7400.31%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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