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 | $620,565 | -4.0% | 8,250 | 0.0% | 0.10% | +12.9% |
| Q2 2023 | $646,388 | +9.3% | 8,250 | 0.0% | 0.08% | +7.6% |
| Q1 2023 | $591,608 | +8.9% | 8,250 | 0.0% | 0.08% | +6.8% |
| Q4 2022 | $543,345 | +4.7% | 8,250 | 0.0% | 0.07% | -1.3% |
| Q3 2022 | $519,000 | -5.3% | 8,250 | 0.0% | 0.08% | +1.4% |
| Q2 2022 | $548,000 | -18.1% | 8,250 | 0.0% | 0.07% | -6.3% |
| Q1 2022 | $669,000 | -7.7% | 8,250 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $725,000 | +9.8% | 8,250 | 0.0% | 0.08% | +19.7% |
| Q3 2021 | $660,000 | -10.3% | 8,250 | -10.3% | 0.07% | -19.5% |
| Q2 2021 | $736,000 | +8.4% | 9,200 | 0.0% | 0.08% | +7.9% |
| Q1 2021 | $679,000 | +5.1% | 9,200 | 0.0% | 0.08% | -19.1% |
| Q4 2020 | $646,000 | +13.5% | 9,200 | 0.0% | 0.09% | +27.0% |
| Q3 2020 | $569,000 | +6.8% | 9,200 | 0.0% | 0.07% | +131.2% |
| Q2 2020 | $533,000 | +26.6% | 9,200 | 0.0% | 0.03% | -50.0% |
| Q1 2020 | $421,000 | – | 9,200 | – | 0.06% | – |
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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% |