VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,182,432 | -4.0% | 29,014 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $2,273,246 | +9.3% | 29,014 | 0.0% | 0.04% | +5.3% |
| Q1 2023 | $2,080,302 | +8.9% | 29,014 | 0.0% | 0.04% | +2.7% |
| Q4 2022 | $1,910,862 | +4.7% | 29,014 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $1,825,000 | -5.3% | 29,014 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $1,927,000 | -18.1% | 29,014 | 0.0% | 0.04% | -2.5% |
| Q1 2022 | $2,352,000 | -7.8% | 29,014 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $2,550,000 | +9.8% | 29,014 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $2,323,000 | +0.1% | 29,014 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $2,320,000 | +8.4% | 29,014 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $2,140,000 | +68.8% | 29,014 | +60.6% | 0.04% | +55.6% |
| Q4 2020 | $1,268,000 | – | 18,064 | – | 0.03% | – |
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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% |