Newton One Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$64,853
+40.7%
862
+46.6%
0.04%
+50.0%
Q2 2023$46,087
+9.6%
588
+0.2%
0.03%
+4.0%
Q1 2023$42,067
+9.2%
587
+0.3%
0.02%0.0%
Q4 2022$38,528
+4.1%
5850.0%0.02%
-3.8%
Q3 2022$37,000
-5.1%
5850.0%0.03%
-10.3%
Q2 2022$39,000
-17.0%
5850.0%0.03%
-14.7%
Q1 2022$47,000
-7.8%
5850.0%0.03%
-5.6%
Q4 2021$51,000
+8.5%
5850.0%0.04%
+2.9%
Q3 2021$47,0000.0%5850.0%0.04%
-5.4%
Q2 2021$47,000
+9.3%
5850.0%0.04%
-2.6%
Q1 2021$43,0005850.04%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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