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 | $12,226,108 | +19.2% | 162,538 | +24.1% | 0.22% | +32.3% |
| Q2 2023 | $10,259,227 | +28.5% | 130,941 | +17.6% | 0.16% | +15.5% |
| Q1 2023 | $7,984,980 | +15.2% | 111,351 | +5.8% | 0.14% | +6.8% |
| Q4 2022 | $6,929,657 | +28.5% | 105,218 | +22.8% | 0.13% | +14.7% |
| Q3 2022 | $5,392,000 | +42.7% | 85,703 | +50.6% | 0.12% | +34.9% |
| Q2 2022 | $3,778,000 | -19.6% | 56,902 | -1.8% | 0.09% | -7.5% |
| Q1 2022 | $4,699,000 | -7.4% | 57,952 | +0.3% | 0.09% | -6.1% |
| Q4 2021 | $5,077,000 | +20.2% | 57,761 | +9.5% | 0.10% | -2.9% |
| Q3 2021 | $4,223,000 | +31.2% | 52,751 | +31.1% | 0.10% | +25.9% |
| Q2 2021 | $3,218,000 | +8.3% | 40,231 | -0.1% | 0.08% | -3.6% |
| Q1 2021 | $2,971,000 | +23.9% | 40,280 | +17.9% | 0.08% | +7.7% |
| Q4 2020 | $2,398,000 | +484.9% | 34,172 | +415.5% | 0.08% | +387.5% |
| Q3 2020 | $410,000 | – | 6,629 | – | 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% |