APPLETON PARTNERS INC/MA - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$455
+7.3%
5,353
-5.0%
0.04%
-2.6%
Q3 2023$424
-15.9%
5,636
-12.5%
0.04%
-11.6%
Q2 2023$504
+0.8%
6,438
-7.7%
0.04%
-2.3%
Q1 2023$500
+11.4%
6,973
+2.3%
0.04%
+2.3%
Q4 2022$449
-99.9%
6,815
-3.5%
0.04%
-2.3%
Q3 2022$444,000
-14.6%
7,065
-9.8%
0.04%
-10.2%
Q2 2022$520,000
-15.7%
7,830
+2.8%
0.05%
-2.0%
Q1 2022$617,000
-7.1%
7,615
+0.9%
0.05%0.0%
Q4 2021$664,000
+16.9%
7,550
+6.5%
0.05%
+6.4%
Q3 2021$568,000
+74.8%
7,092
+74.4%
0.05%
+67.9%
Q2 2021$325,000
+27.0%
4,067
+17.3%
0.03%
+16.7%
Q1 2021$256,0003,4670.02%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 232,400$19,767,97912.86%
Boston Standard Wealth Management, LLC 68,884$5,181,0001.37%
Stonehearth Capital Management, LLC 20,890$1,776,9030.87%
CHERRYDALE WEALTH MANAGEMENT, LLC 13,166$1,119,9230.58%
Apella Capital, LLC 113,792$9,460,6780.53%
CGN Advisors LLC 27,727$2,358,4780.33%
Selective Wealth Management, Inc. 4,946$411,1910.21%
InTrack Investment Management Inc 2,817$239,6140.18%
RAM Investment Partners, LLC 4,878$414,9330.14%
McLean Asset Management Corp 3,743$311,6800.12%
View complete list of VANGUARD WORLD FD shareholders