EQUITABLE TRUST CO - VANGUARD WORLD FD ownership

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
EQUITABLE TRUST CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,120,978
-5.9%
28,197
-2.0%
0.18%
+1.7%
Q2 2023$2,253,503
+1.2%
28,762
-7.3%
0.17%
-1.7%
Q1 2023$2,225,950
+8.3%
31,041
-0.5%
0.18%
+8.0%
Q4 2022$2,055,293
+2.6%
31,207
-2.0%
0.16%
-3.0%
Q3 2022$2,003,000
-35.4%
31,841
-31.8%
0.17%
-27.7%
Q2 2022$3,102,000
-16.5%
46,717
+1.9%
0.23%
-3.3%
Q1 2022$3,716,000
-5.9%
45,832
+2.1%
0.24%
-2.0%
Q4 2021$3,947,000
+17.4%
44,910
+6.9%
0.24%
+13.5%
Q3 2021$3,363,000
-11.6%
42,005
-11.7%
0.22%
-11.9%
Q2 2021$3,806,000
-20.9%
47,593
-27.1%
0.24%
-32.0%
Q1 2021$4,813,000
-7.2%
65,264
-11.7%
0.36%
-6.8%
Q4 2020$5,186,000
+6.7%
73,902
-6.0%
0.38%
-7.0%
Q3 2020$4,859,000
-4.0%
78,606
-12.5%
0.41%
-11.2%
Q2 2020$5,064,000
+8.1%
89,806
-12.3%
0.47%
-9.5%
Q1 2020$4,686,000
+11.4%
102,352
+37.6%
0.52%
+25.3%
Q4 2019$4,207,000
+20.8%
74,358
+10.8%
0.41%
+12.0%
Q3 2019$3,484,000
+2.6%
67,106
+1.1%
0.37%
+1.9%
Q2 2019$3,395,000
+28.5%
66,368
+23.3%
0.36%
+18.0%
Q1 2019$2,642,000
+31.4%
53,843
+15.1%
0.30%
+14.7%
Q4 2018$2,011,00046,7820.27%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
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