Addison Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Addison Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,521,777
+14.6%
20,231
+19.3%
0.71%
+7.9%
Q2 2023$1,328,425
+21.6%
16,955
+11.3%
0.66%
+7.2%
Q1 2023$1,092,789
-39.5%
15,239
-44.5%
0.61%
-43.4%
Q4 2022$1,807,528
-29.7%
27,445
-32.8%
1.08%
-32.1%
Q3 2022$2,570,0000.0%40,849
+5.5%
1.59%
+2.3%
Q2 2022$2,570,000
+129.5%
38,706
+180.3%
1.56%
+154.0%
Q1 2022$1,120,000
-4.4%
13,811
+3.7%
0.61%
-15.4%
Q4 2021$1,171,000
-3.8%
13,321
-12.4%
0.72%
-25.6%
Q3 2021$1,217,000
+0.1%
15,2060.0%0.98%
-0.7%
Q2 2021$1,216,000
+52.0%
15,206
+33.4%
0.98%
+28.0%
Q4 2020$800,00011,4010.77%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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