Confluence Wealth Services, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 377 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
Confluence Wealth Services, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$451,204
+10.0%
4,670
+6.1%
0.04%0.0%
Q1 2024$410,316
+65.5%
4,403
+51.1%
0.04%
+33.3%
Q4 2023$247,865
+269.9%
2,914
+279.4%
0.03%
+22.7%
Q4 2021$67,0007680.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Oregon Health & Science University 2,837,938$226,978,000100.00%
Refined Wealth Management 258,968$20,712,00017.39%
Platt Investment Counsel, LLC 229,288$18,338,00015.76%
LEO BROKERAGE, LLC 504,163$40,323,0008.10%
Verde Capital Management 171,637$13,728,0005.78%
Financial Network Wealth Management LLC 108,738$8,697,0005.11%
Diversified Portfolios, Inc. 153,248$12,257,0004.62%
EQ LLC 74,399$5,833,0004.46%
Cedar Wealth Management, LLC 121,301$9,702,0004.37%
Stewardship Advisors, LLC 92,011$7,359,0002.76%
View complete list of VANGUARD WORLD FD shareholders