PDS Planning, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 328,570$20,309,00013.53%
LEO BROKERAGE, LLC 362,158$20,422,0008.44%
Orgel Wealth Management, LLC 258,797$15,996,0004.46%
Diversified Portfolios, Inc. 155,646$9,620,0004.16%
Stewardship Advisors, LLC 114,526$7,392,0003.70%
Crewe Advisors LLC 87,906$5,433,0002.55%
Stevard, LLC 66,612$4,117,0001.72%
MBE Wealth Management, LLC 32,235$1,817,0001.53%
Boston Standard Wealth Management, LLC 57,342$3,544,000,0001.49%
RETIREMENT CAPITAL STRATEGIES 41,685$2,524,0001.17%
View complete list of VANGUARD WORLD FD shareholders