VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,398,340 | -9.7% | 18,590 | -6.0% | 0.29% | -9.3% |
| Q2 2023 | $1,548,823 | +21.5% | 19,768 | +11.2% | 0.32% | +14.2% |
| Q1 2023 | $1,274,430 | +12.8% | 17,772 | +3.6% | 0.28% | +6.8% |
| Q4 2022 | $1,129,499 | +17.9% | 17,150 | +12.6% | 0.26% | +9.6% |
| Q3 2022 | $958,000 | +9.7% | 15,227 | +15.9% | 0.24% | +12.7% |
| Q2 2022 | $873,000 | +6.9% | 13,143 | +30.4% | 0.21% | +0.9% |
| Q1 2022 | $817,000 | +120.8% | 10,077 | +139.4% | 0.21% | +115.3% |
| Q4 2021 | $370,000 | – | 4,209 | – | 0.10% | – |
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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% |