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 | $636,663 | -4.0% | 8,464 | 0.0% | 0.03% | -5.6% |
| Q2 2023 | $663,155 | +9.3% | 8,464 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $606,954 | +5.1% | 8,464 | -3.5% | 0.04% | +2.9% |
| Q4 2022 | $577,460 | +13.9% | 8,768 | +8.7% | 0.04% | 0.0% |
| Q3 2022 | $507,000 | -4.3% | 8,065 | +1.0% | 0.04% | 0.0% |
| Q2 2022 | $530,000 | -10.8% | 7,982 | +8.9% | 0.04% | 0.0% |
| Q1 2022 | $594,000 | +86.8% | 7,329 | +84.4% | 0.04% | +75.0% |
| Q4 2021 | $318,000 | 0.0% | 3,974 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $318,000 | 0.0% | 3,974 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $318,000 | +8.5% | 3,974 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $293,000 | +6.9% | 3,974 | +1.8% | 0.02% | -16.7% |
| Q4 2020 | $274,000 | +13.7% | 3,902 | +0.1% | 0.02% | -4.0% |
| Q3 2020 | $241,000 | +19.3% | 3,900 | +9.1% | 0.02% | +13.6% |
| Q2 2020 | $202,000 | – | 3,575 | – | 0.02% | – |
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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% |