West Financial Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,318,499
-3.9%
17,529
+0.1%
0.33%
-2.1%
Q2 2023$1,372,212
+10.7%
17,514
+1.3%
0.34%
+4.3%
Q1 2023$1,239,227
+13.7%
17,281
+4.4%
0.32%
+6.6%
Q4 2022$1,090,019
+12.3%
16,551
+7.3%
0.30%
+4.5%
Q3 2022$971,000
-5.2%
15,428
+0.0%
0.29%
-2.3%
Q2 2022$1,024,000
-14.4%
15,424
+4.6%
0.30%
-5.4%
Q1 2022$1,196,000
-6.3%
14,747
+1.6%
0.32%
-7.9%
Q4 2021$1,276,000
+6.6%
14,521
-2.9%
0.34%
-2.6%
Q3 2021$1,197,000
+43.9%
14,951
+43.7%
0.35%
+38.2%
Q2 2021$832,000
+37.3%
10,406
+26.7%
0.25%
+25.1%
Q1 2021$606,000
+5.2%
8,2150.0%0.20%
-0.5%
Q4 2020$576,0008,2150.20%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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