VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 165 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $628,839 | -4.0% | 8,360 | 0.0% | 0.14% | +1.4% |
Q2 2023 | $655,006 | +9.3% | 8,360 | 0.0% | 0.14% | +1.4% |
Q1 2023 | $599,496 | +8.9% | 8,360 | 0.0% | 0.14% | +2.2% |
Q4 2022 | $550,590 | -7.6% | 8,360 | -11.8% | 0.14% | -19.6% |
Q3 2022 | $596,000 | -5.4% | 9,481 | 0.0% | 0.17% | +7.7% |
Q2 2022 | $630,000 | -7.8% | 9,481 | +12.6% | 0.16% | +6.8% |
Q1 2022 | $683,000 | -7.7% | 8,421 | 0.0% | 0.15% | -5.2% |
Q4 2021 | $740,000 | +13.5% | 8,421 | +3.4% | 0.15% | +8.5% |
Q3 2021 | $652,000 | +0.2% | 8,141 | 0.0% | 0.14% | +2.9% |
Q2 2021 | $651,000 | +8.5% | 8,141 | 0.0% | 0.14% | +3.0% |
Q1 2021 | $600,000 | +4.0% | 8,141 | -1.0% | 0.13% | -14.6% |
Q4 2020 | $577,000 | +13.4% | 8,223 | -0.2% | 0.16% | -1.9% |
Q3 2020 | $509,000 | +27.6% | 8,237 | +16.4% | 0.16% | +20.3% |
Q2 2020 | $399,000 | – | 7,079 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IMPACTfolio, LLC | 232,400 | $19,767,979 | 12.86% |
Boston Standard Wealth Management, LLC | 68,884 | $5,181,000 | 1.37% |
Stonehearth Capital Management, LLC | 20,890 | $1,776,903 | 0.87% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 13,166 | $1,119,923 | 0.58% |
Apella Capital, LLC | 113,792 | $9,460,678 | 0.53% |
CGN Advisors LLC | 27,727 | $2,358,478 | 0.33% |
Selective Wealth Management, Inc. | 4,946 | $411,191 | 0.21% |
InTrack Investment Management Inc | 2,817 | $239,614 | 0.18% |
RAM Investment Partners, LLC | 4,878 | $414,933 | 0.14% |
McLean Asset Management Corp | 3,743 | $311,680 | 0.12% |