VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,001,982 | -9.0% | 79,791 | -5.2% | 0.01% | -11.1% |
Q2 2023 | $6,593,119 | -2.7% | 84,149 | -10.9% | 0.01% | 0.0% |
Q1 2023 | $6,774,328 | +18.9% | 94,468 | +9.2% | 0.01% | 0.0% |
Q4 2022 | $5,697,967 | +43.0% | 86,516 | +36.6% | 0.01% | +28.6% |
Q3 2022 | $3,984,000 | -16.4% | 63,334 | -11.7% | 0.01% | -12.5% |
Q2 2022 | $4,763,000 | -11.6% | 71,732 | +7.9% | 0.01% | -11.1% |
Q1 2022 | $5,390,000 | -21.5% | 66,465 | -15.0% | 0.01% | -18.2% |
Q4 2021 | $6,869,000 | +36.3% | 78,150 | +24.2% | 0.01% | +22.2% |
Q3 2021 | $5,038,000 | +9.2% | 62,928 | +9.1% | 0.01% | 0.0% |
Q2 2021 | $4,613,000 | +25.4% | 57,677 | +15.6% | 0.01% | +12.5% |
Q1 2021 | $3,680,000 | +7.0% | 49,897 | +1.8% | 0.01% | 0.0% |
Q4 2020 | $3,440,000 | -61.7% | 49,029 | -66.3% | 0.01% | -66.7% |
Q3 2020 | $8,993,000 | +10.7% | 145,497 | +1.0% | 0.02% | -4.0% |
Q2 2020 | $8,127,000 | +1759.7% | 144,116 | +1410.0% | 0.02% | +1150.0% |
Q1 2020 | $437,000 | -29.3% | 9,544 | -12.7% | 0.00% | 0.0% |
Q4 2019 | $618,000 | – | 10,932 | – | 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% |