ELM ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 145 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2022$1,028,000
-7.8%
12,6830.0%1.39%
+123.9%
Q4 2021$1,115,000
+9.6%
12,683
-0.2%
0.62%
+1.8%
Q3 2021$1,017,000
+0.4%
12,708
+0.4%
0.61%
+2.7%
Q2 2021$1,013,000
+14.1%
12,663
+5.1%
0.59%
+7.2%
Q1 2021$888,000
+7.1%
12,043
+1.9%
0.55%
+9.3%
Q4 2020$829,000
+11.0%
11,818
-2.2%
0.51%
-1.6%
Q3 2020$747,000
+9.7%
12,0850.0%0.51%
+7.1%
Q2 2020$681,000
+18.2%
12,085
-4.0%
0.48%
+1.7%
Q1 2020$576,000
-19.1%
12,5900.0%0.47%
+5.4%
Q4 2019$712,000
+8.9%
12,5900.0%0.45%
+0.7%
Q3 2019$654,000
+1.6%
12,5900.0%0.44%
+1.1%
Q2 2019$644,000
+4.2%
12,5900.0%0.44%
+1.4%
Q1 2019$618,00012,5900.43%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2020
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