IMPACTfolio, 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
IMPACTfolio, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$19,767,979
+13.6%
232,400
+0.4%
12.86%
+2.5%
Q3 2023$17,407,963
+14.7%
231,427
+19.5%
12.55%
+4.1%
Q2 2023$15,179,210
+12.0%
193,736
+2.5%
12.06%
+6.3%
Q1 2023$13,549,030
+114112.5%
188,942
+4.9%
11.34%
+3.1%
Q4 2022$11,863
-99.9%
180,120
-11.2%
11.00%
-11.6%
Q3 2022$12,754,000
-2.0%
202,728
+3.5%
12.44%
+1.5%
Q2 2022$13,009,000
-12.0%
195,923
+7.5%
12.26%
+11.4%
Q1 2022$14,781,000
+14.8%
182,305
+24.4%
11.00%
-2.5%
Q4 2021$12,879,000146,53211.28%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 2,324,535$166,692,405100.00%
Platt Investment Counsel, LLC 318,000$22,803,81130.48%
Verde Capital Management 477,375$34,232,52514.28%
IMPACTfolio, LLC 188,942$13,549,03011.34%
Financial Network Wealth Management LLC 218,901$15,697,3917.77%
LEO BROKERAGE, LLC 696,180$49,967,7417.46%
Cedar Wealth Management, LLC 251,080$18,004,9747.37%
EQ LLC 85,006$6,095,7874.63%
Atlantic Private Wealth, LLC 52,252$3,746,9913.94%
Affinity Capital Advisors, LLC 168,716$12,098,6033.76%
View complete list of VANGUARD WORLD FD shareholders