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 | $3,738,935 | -2.9% | 49,706 | +1.1% | 0.04% | 0.0% |
| Q2 2023 | $3,850,761 | +7.4% | 49,148 | -1.7% | 0.04% | +2.5% |
| Q1 2023 | $3,585,058 | -7.6% | 49,993 | -15.2% | 0.04% | -13.0% |
| Q4 2022 | $3,880,878 | +10.0% | 58,926 | +5.1% | 0.05% | 0.0% |
| Q3 2022 | $3,528,000 | -2.5% | 56,085 | +2.9% | 0.05% | +2.2% |
| Q2 2022 | $3,620,000 | -17.9% | 54,520 | +0.2% | 0.04% | -6.2% |
| Q1 2022 | $4,410,000 | -9.2% | 54,387 | -1.6% | 0.05% | -7.7% |
| Q4 2021 | $4,859,000 | +22.2% | 55,285 | +11.4% | 0.05% | +13.0% |
| Q3 2021 | $3,975,000 | +5.4% | 49,649 | +5.3% | 0.05% | +4.5% |
| Q2 2021 | $3,771,000 | +9.4% | 47,150 | +0.9% | 0.04% | 0.0% |
| Q1 2021 | $3,447,000 | +15.1% | 46,735 | +9.5% | 0.04% | -4.3% |
| Q4 2020 | $2,994,000 | +65.7% | 42,672 | +45.9% | 0.05% | +48.4% |
| Q3 2020 | $1,807,000 | +88.8% | 29,238 | +72.3% | 0.03% | +72.2% |
| Q2 2020 | $957,000 | -13.6% | 16,965 | -29.9% | 0.02% | -18.2% |
| Q1 2020 | $1,108,000 | +6.4% | 24,200 | +31.5% | 0.02% | +29.4% |
| Q4 2019 | $1,041,000 | +9.0% | 18,400 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $955,000 | +1.5% | 18,400 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $941,000 | +4.2% | 18,400 | 0.0% | 0.02% | +12.5% |
| Q1 2019 | $903,000 | +14.2% | 18,400 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $791,000 | – | 18,400 | – | 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% |