FRG Family Wealth 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
FRG Family Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$420,480
-4.0%
5,5900.0%0.10%
-1.0%
Q2 2023$437,977
+20.9%
5,590
+10.7%
0.10%
+15.7%
Q1 2023$362,136
+20.8%
5,050
+11.0%
0.08%
+16.9%
Q4 2022$299,663
+22.3%
4,550
+16.7%
0.07%
+18.3%
Q3 2022$245,000
+10.4%
3,900
+16.4%
0.06%
+17.6%
Q2 2022$222,000
-18.4%
3,3500.0%0.05%
-3.8%
Q1 2022$272,000
-20.7%
3,350
-14.1%
0.05%
-17.2%
Q4 2021$343,000
-17.5%
3,900
-25.0%
0.06%
-22.0%
Q3 2021$416,0000.0%5,2000.0%0.08%
+3.8%
Q2 2021$416,0005,2000.08%
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