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 | $624,058 | 0.0% | 7,965 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $624,058 | +151.2% | 7,965 | +129.9% | 0.01% | +116.7% |
Q1 2023 | $248,475 | +8.9% | 3,465 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $228,205 | +4.7% | 3,465 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $218,000 | -5.2% | 3,465 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $230,000 | -18.1% | 3,465 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $281,000 | – | 3,465 | – | 0.01% | – |
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% |