Mascoma Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$185,919
-4.7%
2,472
+0.3%
0.06%
-3.3%
Q2 2023$195,041
+1.8%
2,464
-6.8%
0.06%
+7.1%
Q1 2023$191,593
-0.7%
2,644
-9.7%
0.06%
-8.2%
Q4 2022$192,879
+5.4%
2,929
+0.4%
0.06%
-3.2%
Q3 2022$183,000
-5.2%
2,916
+0.3%
0.06%
-4.5%
Q2 2022$193,000
-31.8%
2,906
-16.9%
0.07%
-26.7%
Q1 2022$283,000
-7.8%
3,496
+0.2%
0.09%
-15.1%
Q4 2021$307,000
+6.2%
3,489
-3.3%
0.11%
-5.4%
Q3 2021$289,000
+10.7%
3,608
+10.5%
0.11%0.0%
Q2 2021$261,000
+8.8%
3,264
+0.2%
0.11%
+8.7%
Q1 2021$240,000
+122.2%
3,259
+54.5%
0.10%
+51.5%
Q2 2019$108,0002,1100.07%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 3,057,600$268,732,000100.00%
Refined Wealth Management 267,899$23,546,00018.26%
Platt Investment Counsel, LLC 231,549$20,351,00017.36%
IMPACTfolio, LLC 146,532$12,879,00011.28%
Crewe Advisors LLC 473,418$41,609,0008.46%
Verde Capital Management 218,649$19,217,0007.32%
RETIREMENT CAPITAL STRATEGIES 174,812$15,364,0005.64%
Financial Network Wealth Management LLC 117,489$10,326,0005.23%
EQ LLC 77,696$6,829,0004.76%
Cedar Wealth Management, LLC 128,472$11,291,0004.56%
View complete list of VANGUARD WORLD FD shareholders