Financial Synergies Wealth Advisors, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 464 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Financial Synergies Wealth Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2024$26,805
+76.0%
288
+24.7%
0.00%
+100.0%
Q4 2023$15,226
-24.5%
231
-13.8%
0.00%
-33.3%
Q3 2023$20,168
+2.4%
268
+6.8%
0.00%0.0%
Q2 2023$19,693
+11.3%
251
+1.6%
0.00%0.0%
Q1 2023$17,696
+16.2%
247
+6.9%
0.00%
+50.0%
Q4 2022$15,226
+27.2%
231
+21.6%
0.00%0.0%
Q3 2022$11,971
+2.0%
190
+7.3%
0.00%0.0%
Q2 2022$11,7371770.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
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