CGN Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$2,358,478
+36.6%
27,727
+20.8%
0.33%
+40.9%
Q3 2023$1,727,144
+26.0%
22,961
+31.3%
0.23%
+17.8%
Q2 2023$1,370,342
-6.5%
17,490
-14.4%
0.20%
-14.7%
Q1 2023$1,466,039
+12.8%
20,444
+3.6%
0.23%
+0.9%
Q4 2022$1,299,747
+13.4%
19,735
+8.3%
0.23%
-20.2%
Q3 2022$1,146,000
-16.0%
18,217
-11.3%
0.29%
-25.3%
Q2 2022$1,364,000
-19.1%
20,535
-1.3%
0.38%
-8.6%
Q1 2022$1,687,000
+86.6%
20,809
+102.3%
0.42%
+78.7%
Q4 2021$904,000
+28.8%
10,284
+17.4%
0.24%
+2.6%
Q3 2021$702,000
+34.7%
8,763
+34.6%
0.23%
+38.8%
Q2 2021$521,000
+59.8%
6,512
+47.5%
0.16%
+41.0%
Q1 2021$326,0004,4160.12%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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