VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,670,698 | +3.3% | 195,037 | +7.6% | 0.01% | 0.0% |
| Q2 2023 | $14,202,919 | -6.0% | 181,275 | -14.0% | 0.01% | -7.7% |
| Q1 2023 | $15,106,848 | +4.0% | 210,666 | -4.5% | 0.01% | 0.0% |
| Q4 2022 | $14,532,303 | +32.6% | 220,650 | +26.7% | 0.01% | +18.2% |
| Q3 2022 | $10,957,000 | +67.7% | 174,174 | +77.0% | 0.01% | +83.3% |
| Q2 2022 | $6,532,000 | +133.3% | 98,380 | +184.8% | 0.01% | +200.0% |
| Q1 2022 | $2,800,000 | +4.5% | 34,539 | +13.3% | 0.00% | 0.0% |
| Q4 2021 | $2,679,000 | +80.9% | 30,474 | +64.8% | 0.00% | +100.0% |
| Q3 2021 | $1,481,000 | +14.7% | 18,495 | +14.6% | 0.00% | 0.0% |
| Q2 2021 | $1,291,000 | +8.9% | 16,141 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $1,185,000 | +12.1% | 16,069 | +6.7% | 0.00% | 0.0% |
| Q4 2020 | $1,057,000 | +41.3% | 15,064 | +24.5% | 0.00% | 0.0% |
| Q3 2020 | $748,000 | +20.3% | 12,097 | +9.7% | 0.00% | 0.0% |
| Q2 2020 | $622,000 | +21.2% | 11,031 | -1.5% | 0.00% | 0.0% |
| Q1 2020 | $513,000 | +42.1% | 11,201 | +75.5% | 0.00% | – |
| Q4 2019 | $361,000 | – | 6,383 | – | 0.00% | – |
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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% |