EQUITABLE TRUST CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 165 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EQUITABLE TRUST CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,120,978
-5.9%
28,197
-2.0%
0.18%
+1.7%
Q2 2023$2,253,503
+1.2%
28,762
-7.3%
0.17%
-1.7%
Q1 2023$2,225,950
+8.3%
31,041
-0.5%
0.18%
+8.0%
Q4 2022$2,055,293
+2.6%
31,207
-2.0%
0.16%
-3.0%
Q3 2022$2,003,000
-35.4%
31,841
-31.8%
0.17%
-27.7%
Q2 2022$3,102,000
-16.5%
46,717
+1.9%
0.23%
-3.3%
Q1 2022$3,716,000
-5.9%
45,832
+2.1%
0.24%
-2.0%
Q4 2021$3,947,000
+17.4%
44,910
+6.9%
0.24%
+13.5%
Q3 2021$3,363,000
-11.6%
42,005
-11.7%
0.22%
-11.9%
Q2 2021$3,806,000
-20.9%
47,593
-27.1%
0.24%
-32.0%
Q1 2021$4,813,000
-7.2%
65,264
-11.7%
0.36%
-6.8%
Q4 2020$5,186,000
+6.7%
73,902
-6.0%
0.38%
-7.0%
Q3 2020$4,859,000
-4.0%
78,606
-12.5%
0.41%
-11.2%
Q2 2020$5,064,000
+8.1%
89,806
-12.3%
0.47%
-9.5%
Q1 2020$4,686,000
+11.4%
102,352
+37.6%
0.52%
+25.3%
Q4 2019$4,207,000
+20.8%
74,358
+10.8%
0.41%
+12.0%
Q3 2019$3,484,000
+2.6%
67,106
+1.1%
0.37%
+1.9%
Q2 2019$3,395,000
+28.5%
66,368
+23.3%
0.36%
+18.0%
Q1 2019$2,642,000
+31.4%
53,843
+15.1%
0.30%
+14.7%
Q4 2018$2,011,00046,7820.27%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders