VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,996,768 | -1.6% | 239,255 | +2.5% | 0.48% | +6.4% |
Q2 2023 | $18,295,474 | +11.7% | 233,510 | +2.2% | 0.45% | -6.6% |
Q1 2023 | $16,377,799 | +109238.4% | 228,389 | +0.4% | 0.48% | +9.3% |
Q4 2022 | $14,979 | -99.9% | 227,431 | +12.9% | 0.44% | +17.9% |
Q3 2022 | $12,668,000 | -3.1% | 201,366 | +2.3% | 0.37% | +3.6% |
Q2 2022 | $13,073,000 | -19.4% | 196,884 | -1.6% | 0.36% | -3.0% |
Q1 2022 | $16,222,000 | -5.8% | 200,073 | +2.1% | 0.37% | -1.6% |
Q4 2021 | $17,224,000 | +24.4% | 195,970 | +13.3% | 0.38% | +28.1% |
Q3 2021 | $13,848,000 | +11.6% | 172,970 | +11.5% | 0.30% | +26.1% |
Q2 2021 | $12,405,000 | +21.3% | 155,099 | +11.8% | 0.23% | +20.6% |
Q1 2021 | $10,227,000 | -41.9% | 138,676 | -44.7% | 0.19% | +10.9% |
Q4 2020 | $17,590,000 | +115.2% | 250,676 | +89.6% | 0.18% | +4.2% |
Q3 2020 | $8,174,000 | +9.2% | 132,243 | -0.3% | 0.17% | +2.4% |
Q2 2020 | $7,482,000 | +25.4% | 132,680 | +1.8% | 0.16% | -11.8% |
Q1 2020 | $5,965,000 | -16.0% | 130,279 | +3.8% | 0.19% | -13.9% |
Q4 2019 | $7,100,000 | +53.1% | 125,509 | +40.5% | 0.22% | +40.3% |
Q3 2019 | $4,637,000 | +71.0% | 89,327 | +68.6% | 0.15% | +65.6% |
Q2 2019 | $2,711,000 | – | 52,993 | – | 0.09% | – |
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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% |