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 | $277,818 | -98.9% | 3,693 | -98.8% | 0.13% | -98.8% |
| Q2 2023 | $24,341,748 | +281.0% | 310,680 | +220.3% | 11.20% | +257.1% |
| Q4 2022 | $6,388,495 | +71.0% | 97,001 | +72.4% | 3.14% | +87.1% |
| Q2 2022 | $3,737,000 | -16.2% | 56,277 | -1.5% | 1.68% | -6.2% |
| Q1 2022 | $4,457,000 | -71.0% | 57,161 | -67.3% | 1.79% | -68.3% |
| Q4 2021 | $15,364,000 | +12.1% | 174,812 | +2.1% | 5.64% | +7.3% |
| Q3 2021 | $13,703,000 | +401.4% | 171,161 | +400.8% | 5.26% | +404.6% |
| Q2 2021 | $2,733,000 | +770.4% | 34,177 | +701.7% | 1.04% | +740.3% |
| Q1 2021 | $314,000 | -89.3% | 4,263 | -89.8% | 0.12% | -89.5% |
| Q4 2020 | $2,925,000 | +15.9% | 41,685 | 0.0% | 1.19% | +1.7% |
| Q3 2020 | $2,524,000 | +133.5% | 41,685 | +117.4% | 1.17% | +127.3% |
| Q2 2020 | $1,081,000 | -4.6% | 19,177 | -4.3% | 0.51% | -4.8% |
| Q4 2019 | $1,133,000 | -11.3% | 20,032 | -18.6% | 0.54% | -16.0% |
| Q3 2019 | $1,278,000 | -1.2% | 24,622 | -2.6% | 0.64% | -0.5% |
| Q2 2019 | $1,294,000 | -35.3% | 25,279 | +3.4% | 0.64% | -36.2% |
| Q1 2019 | $2,000,000 | +107.0% | 24,449 | +8.8% | 1.01% | +86.5% |
| Q4 2018 | $966,000 | – | 22,474 | – | 0.54% | – |
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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% |