Laurel Wealth Planning LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,077
-13.3%
27,606
-9.7%
1.62%
-5.5%
Q2 2023$2,396
-20.3%
30,578
-27.0%
1.71%
-14.0%
Q1 2023$3,005
-99.9%
41,902
-37.2%
1.99%
-29.8%
Q4 2022$4,394,508
+203.9%
66,725
+190.2%
2.83%
+166.3%
Q3 2022$1,446,000
-5.3%
22,9910.0%1.06%
-0.9%
Q2 2022$1,527,000
-22.0%
22,991
-4.7%
1.07%
-18.7%
Q1 2022$1,957,000
-36.0%
24,135
-30.7%
1.32%
-43.0%
Q4 2021$3,060,000
+9.0%
34,816
-0.7%
2.32%
+2.3%
Q3 2021$2,807,000
+1.2%
35,063
+1.0%
2.27%
-6.3%
Q2 2021$2,775,000
+13.8%
34,699
+4.9%
2.42%
+8.4%
Q1 2021$2,439,000
+12.1%
33,069
+6.6%
2.23%
+5.1%
Q4 2020$2,176,00031,0102.12%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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