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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,741,352 | +37.5% | 63,033 | +20.4% | 1.50% | +22.5% |
| Q1 2023 | $3,448,109 | -0.0% | 52,355 | 0.0% | 1.23% | 0.0% |
| Q4 2022 | $3,448,110 | +11.9% | 52,355 | +12.8% | 1.23% | -2.5% |
| Q3 2022 | $3,082,000 | 0.0% | 46,409 | 0.0% | 1.26% | -14.2% |
| Q2 2022 | $3,082,000 | -5.1% | 46,409 | +15.9% | 1.47% | +31.2% |
| Q1 2022 | $3,247,000 | +8.1% | 40,048 | +17.1% | 1.12% | +6.6% |
| Q4 2021 | $3,005,000 | – | 34,190 | – | 1.05% | – |
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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% |