PDS Planning, Inc - 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
PDS Planning, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$304,503
-3.8%
4,048
+0.2%
0.04%
-2.5%
Q2 2023$316,552
+12.3%
4,040
+2.7%
0.04%
+2.6%
Q1 2023$281,977
+9.0%
3,932
+0.1%
0.04%
-4.9%
Q4 2022$258,666
+9.1%
3,928
+4.3%
0.04%
-4.7%
Q3 2022$237,0003,7670.04%
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