VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $52,649,500 | +5.4% | 673,002 | -3.3% | 6.01% | -19.4% |
| Q1 2023 | $49,967,741 | +17.7% | 696,180 | +8.9% | 7.46% | -34.8% |
| Q2 2022 | $42,465,000 | -14.6% | 639,541 | +4.3% | 11.44% | +44.4% |
| Q1 2022 | $49,718,000 | +19.9% | 613,202 | +18.4% | 7.92% | +3.1% |
| Q3 2021 | $41,478,000 | +2.9% | 518,087 | +2.8% | 7.68% | -5.2% |
| Q2 2021 | $40,323,000 | +16.1% | 504,163 | +7.0% | 8.10% | -17.8% |
| Q1 2021 | $34,738,000 | +16.3% | 471,027 | +10.6% | 9.85% | +2.3% |
| Q4 2020 | $29,875,000 | +46.3% | 425,759 | +17.6% | 9.63% | +14.1% |
| Q3 2020 | $20,422,000 | – | 362,158 | – | 8.44% | – |
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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% |