VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 400 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $558,464 | -3.0% | 5,780 | -6.5% | 0.14% | -4.9% |
| Q1 2024 | $575,914 | +16.6% | 6,180 | +6.5% | 0.14% | +9.2% |
| Q4 2023 | $493,773 | +0.9% | 5,805 | -10.8% | 0.13% | -7.8% |
| Q3 2023 | $489,306 | -3.3% | 6,505 | +0.8% | 0.14% | +1.4% |
| Q2 2023 | $505,749 | +3.3% | 6,455 | -5.5% | 0.14% | -3.5% |
| Q1 2023 | $489,779 | +8.9% | 6,830 | 0.0% | 0.14% | +1.4% |
| Q4 2022 | $449,824 | +7.9% | 6,830 | +3.0% | 0.14% | +2.2% |
| Q3 2022 | $417,000 | +46.3% | 6,630 | +54.4% | 0.14% | +56.2% |
| Q2 2022 | $285,000 | -13.9% | 4,295 | +5.1% | 0.09% | +4.7% |
| Q1 2022 | $331,000 | -0.9% | 4,085 | +7.5% | 0.08% | +9.0% |
| Q4 2021 | $334,000 | – | 3,800 | – | 0.08% | – |
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% |