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 | $32,423 | -3.7% | 431 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $33,656 | +9.6% | 430 | +0.5% | 0.01% | 0.0% |
Q1 2023 | $30,720 | +28.0% | 428 | +14.1% | 0.01% | +22.2% |
Q3 2022 | $24,000 | +4.3% | 375 | +8.7% | 0.01% | 0.0% |
Q2 2022 | $23,000 | -11.5% | 345 | +8.8% | 0.01% | 0.0% |
Q1 2022 | $26,000 | -3.7% | 317 | +3.3% | 0.01% | -18.2% |
Q4 2021 | $27,000 | +8.0% | 307 | +0.3% | 0.01% | 0.0% |
Q3 2021 | $25,000 | +4.2% | 306 | +0.3% | 0.01% | +10.0% |
Q2 2021 | $24,000 | +9.1% | 305 | 0.0% | 0.01% | -9.1% |
Q1 2021 | $22,000 | +4.8% | 305 | +0.3% | 0.01% | +37.5% |
Q4 2020 | $21,000 | – | 304 | – | 0.01% | – |
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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% |