Wells Financial Advisors INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$30,088
-4.0%
4000.0%0.02%
-4.2%
Q2 2023$31,340
-34.2%
400
-39.8%
0.02%
-36.8%
Q1 2023$47,615
+173.9%
664
+151.5%
0.04%
+171.4%
Q4 2022$17,387
-51.7%
264
-53.6%
0.01%
-60.0%
Q3 2022$36,000
-23.4%
569
-20.3%
0.04%
-16.7%
Q2 2022$47,000
-9.6%
714
+11.4%
0.04%
-2.3%
Q1 2022$52,000
+44.4%
641
+56.0%
0.04%
+48.3%
Q4 2021$36,000
-20.0%
411
-27.6%
0.03%
-23.7%
Q3 2021$45,0000.0%5680.0%0.04%0.0%
Q2 2021$45,000
+45.2%
568
+35.9%
0.04%
+35.7%
Q1 2021$31,000
+6.9%
4180.0%0.03%
+12.0%
Q4 2020$29,0004180.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders