VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $155,995 | -3.7% | 2,074 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $161,991 | +9.5% | 2,068 | +0.3% | 0.01% | +8.3% |
| Q1 2023 | $147,901 | +9.2% | 2,062 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $135,497 | +5.0% | 2,057 | +0.4% | 0.01% | -7.7% |
| Q3 2022 | $129,000 | +163.3% | 2,048 | +177.9% | 0.01% | +225.0% |
| Q2 2022 | $49,000 | -22.2% | 737 | -5.1% | 0.00% | -20.0% |
| Q1 2022 | $63,000 | -7.4% | 777 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $68,000 | +9.7% | 776 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $62,000 | 0.0% | 774 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $62,000 | +8.8% | 773 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $57,000 | +5.6% | 771 | +0.1% | 0.01% | -16.7% |
| Q4 2020 | $54,000 | +54.3% | 770 | +35.6% | 0.01% | +50.0% |
| Q3 2020 | $35,000 | +9.4% | 568 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +23.1% | 566 | +0.4% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -18.8% | 564 | +0.2% | 0.00% | +33.3% |
| Q4 2019 | $32,000 | +10.3% | 563 | +0.5% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | +7.4% | 560 | +0.7% | 0.00% | 0.0% |
| Q1 2019 | $27,000 | – | 556 | – | 0.00% | – |
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% |