CFS Investment Advisory Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$275
-99.9%
3,504
-4.4%
0.04%
-5.4%
Q2 2022$243,000
+4760.0%
3,665
-99.2%
0.04%
+68.2%
Q1 2022$5,000
-99.0%
431,589
+6660.5%
0.02%
-68.6%
Q4 2021$521,000
+0.8%
6,384
-1.1%
0.07%
-1.4%
Q3 2021$517,000
+1.4%
6,455
-11.2%
0.07%
-12.3%
Q4 2020$510,0007,2680.08%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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