VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 145 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,839 | -4.0% | 8,360 | 0.0% | 0.14% | +1.4% |
| Q2 2023 | $655,006 | +9.3% | 8,360 | 0.0% | 0.14% | +1.4% |
| Q1 2023 | $599,496 | +8.9% | 8,360 | 0.0% | 0.14% | +2.2% |
| Q4 2022 | $550,590 | -7.6% | 8,360 | -11.8% | 0.14% | -19.6% |
| Q3 2022 | $596,000 | -5.4% | 9,481 | 0.0% | 0.17% | +7.7% |
| Q2 2022 | $630,000 | -7.8% | 9,481 | +12.6% | 0.16% | +6.8% |
| Q1 2022 | $683,000 | -7.7% | 8,421 | 0.0% | 0.15% | -5.2% |
| Q4 2021 | $740,000 | +13.5% | 8,421 | +3.4% | 0.15% | +8.5% |
| Q3 2021 | $652,000 | +0.2% | 8,141 | 0.0% | 0.14% | +2.9% |
| Q2 2021 | $651,000 | +8.5% | 8,141 | 0.0% | 0.14% | +3.0% |
| Q1 2021 | $600,000 | +4.0% | 8,141 | -1.0% | 0.13% | -14.6% |
| Q4 2020 | $577,000 | +13.4% | 8,223 | -0.2% | 0.16% | -1.9% |
| Q3 2020 | $509,000 | +27.6% | 8,237 | +16.4% | 0.16% | +20.3% |
| Q2 2020 | $399,000 | – | 7,079 | – | 0.13% | – |
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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% |