MERITAGE PORTFOLIO MANAGEMENT - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$488
-3.9%
6,4880.0%0.04%0.0%
Q2 2023$508
+9.2%
6,4880.0%0.04%
+2.9%
Q1 2023$465
+8.9%
6,4880.0%0.04%
+6.1%
Q4 2022$427
-99.9%
6,488
+19.5%
0.03%
+17.9%
Q3 2022$341,000
-5.3%
5,4280.0%0.03%0.0%
Q2 2022$360,000
-16.7%
5,428
+1.9%
0.03%
+3.7%
Q1 2022$432,000
-7.7%
5,3280.0%0.03%0.0%
Q4 2021$468,000
+18.5%
5,328
+8.1%
0.03%
+12.5%
Q3 2021$395,000
+0.3%
4,9280.0%0.02%0.0%
Q2 2021$394,000
+10.4%
4,928
+1.9%
0.02%0.0%
Q1 2021$357,000
+33.2%
4,835
+26.4%
0.02%
+20.0%
Q4 2020$268,0003,8250.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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