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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $52,649,500 | +5.4% | 673,002 | -3.3% | 6.01% | -19.4% |
| Q1 2023 | $49,967,741 | +17.7% | 696,180 | +8.9% | 7.46% | -34.8% |
| Q2 2022 | $42,465,000 | -14.6% | 639,541 | +4.3% | 11.44% | +44.4% |
| Q1 2022 | $49,718,000 | +19.9% | 613,202 | +18.4% | 7.92% | +3.1% |
| Q3 2021 | $41,478,000 | +2.9% | 518,087 | +2.8% | 7.68% | -5.2% |
| Q2 2021 | $40,323,000 | +16.1% | 504,163 | +7.0% | 8.10% | -17.8% |
| Q1 2021 | $34,738,000 | +16.3% | 471,027 | +10.6% | 9.85% | +2.3% |
| Q4 2020 | $29,875,000 | +46.3% | 425,759 | +17.6% | 9.63% | +14.1% |
| Q3 2020 | $20,422,000 | – | 362,158 | – | 8.44% | – |
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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% |