VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,266,785 | -1.4% | 16,841 | +2.7% | 0.42% | -14.3% |
| Q2 2023 | $1,284,261 | +6.3% | 16,391 | -2.7% | 0.48% | +2.8% |
| Q1 2023 | $1,207,743 | +10.3% | 16,842 | +1.3% | 0.47% | +1.7% |
| Q4 2022 | $1,094,721 | +5.6% | 16,622 | +0.8% | 0.46% | -4.7% |
| Q3 2022 | $1,037,000 | -5.0% | 16,487 | +0.3% | 0.49% | +1.9% |
| Q2 2022 | $1,092,000 | -16.1% | 16,439 | +2.5% | 0.48% | -3.8% |
| Q1 2022 | $1,301,000 | +1.7% | 16,043 | +10.2% | 0.50% | +6.0% |
| Q4 2021 | $1,279,000 | +26.1% | 14,558 | +14.9% | 0.47% | +10.1% |
| Q3 2021 | $1,014,000 | +1.5% | 12,670 | +3.2% | 0.42% | -1.6% |
| Q2 2021 | $999,000 | -45.6% | 12,279 | -50.7% | 0.43% | -41.4% |
| Q1 2021 | $1,838,000 | +15.5% | 24,924 | +9.9% | 0.74% | +1.8% |
| Q4 2020 | $1,591,000 | +168.8% | 22,672 | +136.9% | 0.72% | +95.7% |
| Q3 2020 | $592,000 | +7.1% | 9,570 | -2.4% | 0.37% | +2.8% |
| Q2 2020 | $553,000 | +13.1% | 9,808 | -8.1% | 0.36% | -5.0% |
| Q1 2020 | $489,000 | -18.5% | 10,674 | +0.6% | 0.38% | +4.7% |
| Q4 2019 | $600,000 | +184.4% | 10,613 | +161.5% | 0.36% | +158.6% |
| Q3 2019 | $211,000 | – | 4,059 | – | 0.14% | – |
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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% |