Cedar Brook Financial Partners, LLC - VANGUARD WORLD FD ownership

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
Cedar Brook Financial Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$228,830
-3.7%
3,042
+0.3%
0.06%
+5.3%
Q2 2023$237,535
+9.6%
3,032
+0.3%
0.06%
+1.8%
Q1 2023$216,815
-10.4%
3,023
+1.4%
0.06%
-11.1%
Q1 2022$242,000
-7.3%
2,981
+0.2%
0.06%
-6.0%
Q4 2021$261,000
+10.1%
2,975
+0.3%
0.07%
-5.6%
Q3 2021$237,000
-3.3%
2,966
-3.3%
0.07%0.0%
Q2 2021$245,000
-2.0%
3,066
-9.5%
0.07%
-18.4%
Q1 2021$250,0003,3880.09%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 232,400$19,767,97912.86%
Boston Standard Wealth Management, LLC 68,884$5,181,0001.37%
Stonehearth Capital Management, LLC 20,890$1,776,9030.87%
CHERRYDALE WEALTH MANAGEMENT, LLC 13,166$1,119,9230.58%
Apella Capital, LLC 113,792$9,460,6780.53%
CGN Advisors LLC 27,727$2,358,4780.33%
Selective Wealth Management, Inc. 4,946$411,1910.21%
InTrack Investment Management Inc 2,817$239,6140.18%
RAM Investment Partners, LLC 4,878$414,9330.14%
McLean Asset Management Corp 3,743$311,6800.12%
View complete list of VANGUARD WORLD FD shareholders