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 | $272,597 | -3.0% | 3,624 | +1.1% | 0.04% | 0.0% |
| Q2 2023 | $280,885 | +9.3% | 3,585 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $257,080 | +8.9% | 3,585 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $236,108 | +1.3% | 3,585 | -3.4% | 0.04% | -10.3% |
| Q3 2022 | $233,000 | -25.6% | 3,710 | -21.2% | 0.04% | -22.0% |
| Q2 2022 | $313,000 | -17.2% | 4,710 | +1.1% | 0.05% | -7.4% |
| Q1 2022 | $378,000 | +40.0% | 4,660 | +51.5% | 0.05% | +22.7% |
| Q4 2021 | $270,000 | – | 3,075 | – | 0.04% | – |
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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% |