Newton One Investments 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
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 Q3 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders