Newton One Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 328,570$20,309,00013.53%
LEO BROKERAGE, LLC 362,158$20,422,0008.44%
Orgel Wealth Management, LLC 258,797$15,996,0004.46%
Diversified Portfolios, Inc. 155,646$9,620,0004.16%
Stewardship Advisors, LLC 114,526$7,392,0003.70%
Crewe Advisors LLC 87,906$5,433,0002.55%
Stevard, LLC 66,612$4,117,0001.72%
MBE Wealth Management, LLC 32,235$1,817,0001.53%
Boston Standard Wealth Management, LLC 57,342$3,544,000,0001.49%
RETIREMENT CAPITAL STRATEGIES 41,685$2,524,0001.17%
View complete list of VANGUARD WORLD FD shareholders