VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,545 | -3.7% | 7,319 | +0.3% | 0.04% | 0.0% |
| Q2 2023 | $571,508 | +9.7% | 7,294 | +0.4% | 0.04% | +4.9% |
| Q1 2023 | $521,169 | +11.8% | 7,268 | +2.6% | 0.04% | +5.1% |
| Q4 2022 | $466,343 | +5.3% | 7,081 | +0.5% | 0.04% | -4.9% |
| Q3 2022 | $443,000 | +50.2% | 7,047 | +58.6% | 0.04% | +64.0% |
| Q2 2022 | $295,000 | -49.3% | 4,443 | -38.1% | 0.02% | -40.5% |
| Q1 2022 | $582,000 | +5.6% | 7,180 | +14.5% | 0.04% | +5.0% |
| Q4 2021 | $551,000 | +29.6% | 6,270 | +18.2% | 0.04% | +21.2% |
| Q3 2021 | $425,000 | +0.5% | 5,303 | +0.3% | 0.03% | 0.0% |
| Q2 2021 | $423,000 | +11.0% | 5,288 | +2.4% | 0.03% | -2.9% |
| Q1 2021 | $381,000 | +56.8% | 5,166 | +49.4% | 0.03% | +47.8% |
| Q4 2020 | $243,000 | – | 3,458 | – | 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% |