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 | $31,250,000 | -5.5% | 415,449 | -1.6% | 0.01% | -11.1% |
| Q2 2023 | $33,080,000 | +12.6% | 422,203 | +3.0% | 0.01% | +12.5% |
| Q1 2023 | $29,381,000 | +10.0% | 409,710 | +1.0% | 0.01% | 0.0% |
| Q4 2022 | $26,719,000 | -1.6% | 405,698 | -6.0% | 0.01% | -11.1% |
| Q3 2022 | $27,161,000 | -4.6% | 431,755 | +0.7% | 0.01% | +12.5% |
| Q2 2022 | $28,462,000 | -18.5% | 428,660 | -0.5% | 0.01% | -11.1% |
| Q1 2022 | $34,936,000 | -6.9% | 430,888 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $37,508,000 | +31.4% | 426,771 | +19.7% | 0.01% | +12.5% |
| Q3 2021 | $28,539,000 | +3.0% | 356,476 | +2.9% | 0.01% | +14.3% |
| Q2 2021 | $27,712,000 | +14.0% | 346,481 | +5.1% | 0.01% | 0.0% |
| Q1 2021 | $24,302,000 | +19.5% | 329,526 | +13.7% | 0.01% | +16.7% |
| Q4 2020 | $20,340,000 | -0.8% | 289,861 | -12.6% | 0.01% | -14.3% |
| Q3 2020 | $20,503,000 | +21.0% | 331,712 | +10.4% | 0.01% | 0.0% |
| Q2 2020 | $16,944,000 | +50.8% | 300,485 | +22.4% | 0.01% | +40.0% |
| Q1 2020 | $11,237,000 | -3.7% | 245,398 | +18.9% | 0.01% | +25.0% |
| Q4 2019 | $11,672,000 | +672.0% | 206,330 | +608.1% | 0.00% | +300.0% |
| Q3 2019 | $1,512,000 | +310.9% | 29,140 | +305.1% | 0.00% | – |
| Q2 2019 | $368,000 | +29.6% | 7,194 | +24.5% | 0.00% | – |
| Q1 2019 | $284,000 | +278.7% | 5,780 | +230.3% | 0.00% | – |
| Q4 2018 | $75,000 | 0.0% | 1,750 | +16.7% | 0.00% | – |
| Q3 2018 | $75,000 | – | 1,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthsimple US, Ltd. | 328,570 | $20,309,000 | 13.53% |
| LEO BROKERAGE, LLC | 362,158 | $20,422,000 | 8.44% |
| Orgel Wealth Management, LLC | 258,797 | $15,996,000 | 4.46% |
| Diversified Portfolios, Inc. | 155,646 | $9,620,000 | 4.16% |
| Stewardship Advisors, LLC | 114,526 | $7,392,000 | 3.70% |
| Crewe Advisors LLC | 87,906 | $5,433,000 | 2.55% |
| Stevard, LLC | 66,612 | $4,117,000 | 1.72% |
| MBE Wealth Management, LLC | 32,235 | $1,817,000 | 1.53% |
| Boston Standard Wealth Management, LLC | 57,342 | $3,544,000,000 | 1.49% |
| RETIREMENT CAPITAL STRATEGIES | 41,685 | $2,524,000 | 1.17% |