VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,512,599 | -7.6% | 20,109 | -3.7% | 0.17% | -4.0% |
| Q2 2023 | $1,636,496 | +9.3% | 20,887 | 0.0% | 0.17% | +9.5% |
| Q1 2023 | $1,497,807 | +8.9% | 20,887 | 0.0% | 0.16% | -1.2% |
| Q4 2022 | $1,375,618 | +1.1% | 20,887 | -3.4% | 0.16% | -8.0% |
| Q3 2022 | $1,360,000 | -7.4% | 21,611 | -2.3% | 0.17% | -1.1% |
| Q2 2022 | $1,468,000 | -14.7% | 22,113 | +4.2% | 0.18% | -8.3% |
| Q1 2022 | $1,720,000 | -10.6% | 21,214 | -3.1% | 0.19% | -12.3% |
| Q4 2021 | $1,925,000 | +34.1% | 21,900 | +22.1% | 0.22% | +22.3% |
| Q3 2021 | $1,435,000 | +12.3% | 17,929 | +12.2% | 0.18% | +5.9% |
| Q2 2021 | $1,278,000 | +3.5% | 15,979 | -4.6% | 0.17% | -5.1% |
| Q1 2021 | $1,235,000 | +6.4% | 16,745 | +1.2% | 0.18% | -0.6% |
| Q4 2020 | $1,161,000 | +5.1% | 16,548 | -7.4% | 0.18% | -7.7% |
| Q3 2020 | $1,105,000 | +17.1% | 17,878 | +6.8% | 0.19% | +10.9% |
| Q2 2020 | $944,000 | +23.2% | 16,738 | 0.0% | 0.18% | +5.4% |
| Q1 2020 | $766,000 | -20.2% | 16,738 | -1.4% | 0.17% | -4.6% |
| Q4 2019 | $960,000 | +9.0% | 16,975 | 0.0% | 0.17% | +4.2% |
| Q3 2019 | $881,000 | – | 16,975 | – | 0.17% | – |
Download | ||||||
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% |