Apella Capital, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Apella Capital, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$9,460,678
+3.3%
113,792
-6.6%
0.53%
-18.7%
Q3 2023$9,161,778
-3.4%
121,800
+0.6%
0.65%
-4.0%
Q2 2023$9,485,645
+26.6%
121,068
+6.4%
0.68%
-1.2%
Q4 2022$7,491,463
+21.8%
113,748
+16.3%
0.68%
-4.6%
Q3 2022$6,152,000
+1.6%
97,797
+7.2%
0.72%
-1.0%
Q2 2022$6,058,000
-14.8%
91,236
+4.1%
0.72%
-27.8%
Q1 2022$7,109,000
+0.3%
87,683
+8.7%
1.00%
+10.7%
Q4 2021$7,087,000
-39.7%
80,638
-44.9%
0.90%
-6.4%
Q3 2021$11,752,000
+10.0%
146,363
+9.5%
0.97%
-6.2%
Q2 2021$10,686,000
+156.6%
133,609
+136.6%
1.03%
-21.6%
Q1 2021$4,165,000
+70.0%
56,473
+61.7%
1.31%
+52.7%
Q4 2020$2,450,000
+77.3%
34,918
+56.1%
0.86%
+55.0%
Q3 2020$1,382,000
+423.5%
22,363
+378.3%
0.56%
+351.2%
Q2 2020$264,0004,6760.12%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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