VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $567,411 | +8.7% | 7,242 | -0.5% | 0.02% | -4.3% |
| Q1 2023 | $522,121 | +8.5% | 7,281 | -0.4% | 0.02% | 0.0% |
| Q4 2022 | $481,305 | -11.0% | 7,308 | -15.1% | 0.02% | -23.3% |
| Q3 2022 | $541,000 | -5.3% | 8,603 | 0.0% | 0.03% | -9.1% |
| Q2 2022 | $571,000 | -18.2% | 8,603 | -0.0% | 0.03% | -17.5% |
| Q1 2022 | $698,000 | -7.9% | 8,606 | -0.2% | 0.04% | -7.0% |
| Q4 2021 | $758,000 | +9.5% | 8,627 | -0.2% | 0.04% | -8.5% |
| Q3 2021 | $692,000 | 0.0% | 8,646 | 0.0% | 0.05% | -4.1% |
| Q2 2021 | $692,000 | +8.5% | 8,646 | 0.0% | 0.05% | -14.0% |
| Q1 2021 | $638,000 | -5.6% | 8,646 | -10.2% | 0.06% | -25.0% |
| Q4 2020 | $676,000 | +28.0% | 9,627 | +12.6% | 0.08% | +7.0% |
| Q3 2020 | $528,000 | +9.5% | 8,549 | 0.0% | 0.07% | -5.3% |
| Q2 2020 | $482,000 | +45.6% | 8,549 | +18.2% | 0.08% | +15.4% |
| Q1 2020 | $331,000 | – | 7,235 | – | 0.06% | – |
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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% |