MARSHALL FINANCIAL GROUP INC /ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$847,381
-2.5%
11,265
+1.5%
0.34%
+3.6%
Q2 2023$869,363
-0.6%
11,096
-9.0%
0.33%
-6.5%
Q1 2023$874,757
+16.0%
12,199
+6.5%
0.36%
+9.9%
Q4 2022$754,269
-13.8%
11,453
-17.6%
0.32%
-21.7%
Q3 2022$875,000
-1.0%
13,901
+4.4%
0.41%
+3.0%
Q2 2022$884,000
-16.8%
13,313
+1.5%
0.40%
-5.2%
Q1 2022$1,063,000
-1.1%
13,111
+7.2%
0.42%
+1.7%
Q4 2021$1,075,000
+45.5%
12,233
+32.5%
0.42%
+34.1%
Q3 2021$739,000
+25.9%
9,233
+25.7%
0.31%
+24.4%
Q2 2021$587,000
+9.9%
7,343
+1.4%
0.25%
+3.3%
Q1 2021$534,000
-4.8%
7,239
-9.5%
0.24%
-12.0%
Q4 2020$561,000
+29.9%
7,997
+14.4%
0.28%
+7.8%
Q3 2020$432,000
+100.9%
6,992
+83.5%
0.26%
+78.3%
Q2 2020$215,0003,8110.14%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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