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 2023 | $1,996,528 | +0.1% | 26,543 | +4.3% | 0.56% | +1.3% |
| Q2 2023 | $1,993,726 | +14.9% | 25,446 | +5.1% | 0.56% | +12.5% |
| Q1 2023 | $1,735,477 | +9.9% | 24,201 | +1.0% | 0.50% | +4.2% |
| Q4 2022 | $1,578,680 | +97.8% | 23,970 | +89.0% | 0.48% | +75.3% |
| Q3 2022 | $798,000 | +45.9% | 12,685 | +53.9% | 0.27% | +54.0% |
| Q2 2022 | $547,000 | -17.6% | 8,240 | +0.6% | 0.18% | -7.4% |
| Q1 2022 | $664,000 | -8.0% | 8,190 | -0.2% | 0.19% | -5.9% |
| Q4 2021 | $722,000 | +53.6% | 8,210 | +39.9% | 0.20% | +39.3% |
| Q3 2021 | $470,000 | +11.9% | 5,870 | +11.8% | 0.14% | +21.8% |
| Q2 2021 | $420,000 | +13.2% | 5,250 | +4.3% | 0.12% | +5.3% |
| Q1 2021 | $371,000 | -3.4% | 5,035 | -8.0% | 0.11% | -3.4% |
| Q4 2020 | $384,000 | +41.7% | 5,475 | +25.0% | 0.12% | +28.6% |
| Q3 2020 | $271,000 | +14.8% | 4,380 | +4.8% | 0.09% | +9.6% |
| Q2 2020 | $236,000 | -16.0% | 4,180 | -15.9% | 0.08% | -10.8% |
| Q4 2019 | $281,000 | +2.9% | 4,970 | -5.5% | 0.09% | -4.1% |
| Q3 2019 | $273,000 | +1.5% | 5,260 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $269,000 | – | 5,260 | – | 0.10% | – |
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% |