Newton One Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 368 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
Q2 2024$87,771
+8.6%
908
+4.6%
0.04%
+5.6%
Q1 2024$80,851
+9.8%
868
+0.2%
0.04%
+5.9%
Q4 2023$73,620
+13.5%
866
+0.5%
0.03%
-12.8%
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 ↓
Oregon Health & Science University 2,837,938$226,978,000100.00%
Refined Wealth Management 258,968$20,712,00017.39%
Platt Investment Counsel, LLC 229,288$18,338,00015.76%
LEO BROKERAGE, LLC 504,163$40,323,0008.10%
Verde Capital Management 171,637$13,728,0005.78%
Financial Network Wealth Management LLC 108,738$8,697,0005.11%
Diversified Portfolios, Inc. 153,248$12,257,0004.62%
EQ LLC 74,399$5,833,0004.46%
Cedar Wealth Management, LLC 121,301$9,702,0004.37%
Stewardship Advisors, LLC 92,011$7,359,0002.76%
View complete list of VANGUARD WORLD FD shareholders