VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,182,432 | -4.0% | 29,014 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $2,273,246 | +9.3% | 29,014 | 0.0% | 0.04% | +5.3% |
| Q1 2023 | $2,080,302 | +8.9% | 29,014 | 0.0% | 0.04% | +2.7% |
| Q4 2022 | $1,910,862 | +4.7% | 29,014 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $1,825,000 | -5.3% | 29,014 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $1,927,000 | -18.1% | 29,014 | 0.0% | 0.04% | -2.5% |
| Q1 2022 | $2,352,000 | -7.8% | 29,014 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $2,550,000 | +9.8% | 29,014 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $2,323,000 | +0.1% | 29,014 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $2,320,000 | +8.4% | 29,014 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $2,140,000 | +68.8% | 29,014 | +60.6% | 0.04% | +55.6% |
| Q4 2020 | $1,268,000 | – | 18,064 | – | 0.03% | – |
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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% |