PINNACLE ASSOCIATES LTD - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$342,998
-3.1%
4,560
+0.9%
0.01%0.0%
Q2 2023$354,080
+9.3%
4,519
+0.0%
0.01%
-14.3%
Q1 2023$323,974
+8.7%
4,518
-0.2%
0.01%
+16.7%
Q4 2022$298,111
+2.1%
4,526
-2.5%
0.01%
-14.3%
Q3 2022$292,000
-21.9%
4,644
-17.6%
0.01%
-12.5%
Q2 2022$374,000
-17.1%
5,637
+1.4%
0.01%0.0%
Q1 2022$451,000
+51.3%
5,561
+64.0%
0.01%
+60.0%
Q4 2021$298,0003,3910.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
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