BARON SILVER STEVENS FINANCIAL ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$376,852
+0.6%
5,010
+4.8%
0.08%
+3.7%
Q2 2023$374,591
+34.4%
4,781
+23.0%
0.08%
+12.3%
Q1 2023$278,737
-4.5%
3,887
-12.3%
0.07%
+1.4%
Q4 2022$291,957
-38.9%
4,433
-38.5%
0.07%
-41.9%
Q2 2022$478,000
-29.6%
7,204
-14.0%
0.12%
-22.0%
Q1 2022$679,000
+20.2%
8,379
+30.3%
0.16%
+18.7%
Q4 2021$565,000
+21.2%
6,431
+10.4%
0.13%
+8.1%
Q3 2021$466,000
+53.3%
5,827
+53.1%
0.12%
+51.2%
Q2 2021$304,000
+641.5%
3,806
+538.6%
0.08%
+485.7%
Q4 2020$41,0005960.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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