Everhart Financial Group, Inc. - 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
Everhart Financial Group, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$202,456
-4.5%
2,584
-1.2%
0.08%
-31.7%
Q1 2022$212,000
-11.3%
2,616
-3.9%
0.12%
-14.6%
Q4 2021$239,000
+9.6%
2,7220.0%0.14%
-3.4%
Q3 2021$218,0000.0%2,7220.0%0.15%
-0.7%
Q2 2021$218,000
+8.5%
2,722
-0.1%
0.15%
-14.8%
Q1 2021$201,0002,7250.18%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 2,324,535$166,692,405100.00%
Platt Investment Counsel, LLC 318,000$22,803,81130.48%
Verde Capital Management 477,375$34,232,52514.28%
IMPACTfolio, LLC 188,942$13,549,03011.34%
Financial Network Wealth Management LLC 218,901$15,697,3917.77%
LEO BROKERAGE, LLC 696,180$49,967,7417.46%
Cedar Wealth Management, LLC 251,080$18,004,9747.37%
EQ LLC 85,006$6,095,7874.63%
Atlantic Private Wealth, LLC 52,252$3,746,9913.94%
Affinity Capital Advisors, LLC 168,716$12,098,6033.76%
View complete list of VANGUARD WORLD FD shareholders