VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,373,862 | +7.9% | 17,535 | -1.3% | 0.21% | +1.5% |
| Q1 2023 | $1,273,598 | +6.4% | 17,760 | -2.3% | 0.20% | +2.5% |
| Q4 2022 | $1,197,242 | -16.5% | 18,179 | -20.3% | 0.20% | -20.4% |
| Q3 2022 | $1,434,000 | -25.9% | 22,795 | -4.5% | 0.25% | -9.7% |
| Q1 2022 | $1,935,000 | -10.2% | 23,868 | -2.6% | 0.28% | -4.8% |
| Q4 2021 | $2,154,000 | +15.3% | 24,505 | +5.0% | 0.29% | +7.4% |
| Q3 2021 | $1,868,000 | 0.0% | 23,337 | -0.1% | 0.27% | +0.7% |
| Q2 2021 | $1,868,000 | +14.6% | 23,361 | +5.7% | 0.27% | +5.5% |
| Q1 2021 | $1,630,000 | +19.9% | 22,101 | +14.1% | 0.26% | +1.6% |
| Q4 2020 | $1,359,000 | +53.9% | 19,370 | +35.6% | 0.25% | +28.7% |
| Q3 2020 | $883,000 | +39.1% | 14,280 | +26.9% | 0.20% | +33.6% |
| Q2 2020 | $635,000 | +177.3% | 11,255 | +124.8% | 0.15% | +131.7% |
| Q1 2020 | $229,000 | +9.6% | 5,007 | +35.2% | 0.06% | +40.0% |
| Q4 2019 | $209,000 | +8.9% | 3,703 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $192,000 | +9.7% | 3,703 | +8.5% | 0.04% | +36.4% |
| Q2 2019 | $175,000 | +4.2% | 3,413 | 0.0% | 0.03% | +13.8% |
| Q1 2019 | $168,000 | +36.6% | 3,413 | +18.8% | 0.03% | +20.8% |
| Q4 2018 | $123,000 | – | 2,872 | – | 0.02% | – |
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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% |