CJM Wealth Advisers, Ltd. - 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
CJM Wealth Advisers, Ltd. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$643,131
-4.1%
8,550
-0.1%
0.31%
-7.9%
Q2 2023$670,284
+7.6%
8,555
-1.6%
0.34%
-4.2%
Q1 2023$623,202
+8.9%
8,6910.0%0.36%
+0.9%
Q4 2022$572,362
+4.7%
8,6910.0%0.35%
-9.5%
Q3 2022$546,725
-5.3%
8,691
-0.0%
0.39%
-3.0%
Q2 2022$577,254
-15.5%
8,694
+3.2%
0.40%
-14.1%
Q1 2022$682,860
+15.8%
8,422
+25.5%
0.47%
+11.2%
Q4 2021$589,9236,7120.42%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders