PDS Planning, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$304,503
-3.8%
4,048
+0.2%
0.04%
-2.5%
Q2 2023$316,552
+12.3%
4,040
+2.7%
0.04%
+2.6%
Q1 2023$281,977
+9.0%
3,932
+0.1%
0.04%
-4.9%
Q4 2022$258,666
+9.1%
3,928
+4.3%
0.04%
-4.7%
Q3 2022$237,0003,7670.04%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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