VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $501,000 | -15.2% | 7,960 | -10.5% | 0.02% | -10.0% |
| Q2 2022 | $591,000 | -92.2% | 8,895 | -90.5% | 0.02% | -91.3% |
| Q1 2022 | $7,578,000 | -81.0% | 93,463 | -79.4% | 0.23% | -79.9% |
| Q4 2021 | $39,786,000 | +20.9% | 452,676 | +10.1% | 1.14% | +16.9% |
| Q3 2021 | $32,915,000 | +3.2% | 411,134 | +3.1% | 0.98% | +3.6% |
| Q2 2021 | $31,893,000 | +10.3% | 398,760 | +1.7% | 0.94% | +8.2% |
| Q1 2021 | $28,903,000 | +10.2% | 391,905 | +4.8% | 0.87% | +5.9% |
| Q4 2020 | $26,238,000 | +145.3% | 373,918 | +116.1% | 0.82% | +112.9% |
| Q3 2020 | $10,697,000 | +703.1% | 173,070 | +632.9% | 0.39% | +674.0% |
| Q2 2020 | $1,332,000 | -94.7% | 23,615 | -95.7% | 0.05% | -94.8% |
| Q1 2020 | $25,249,000 | +5272.1% | 551,411 | +6535.5% | 0.97% | +5950.0% |
| Q4 2019 | $470,000 | – | 8,310 | – | 0.02% | – |
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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% |