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 | $646,967 | -62.0% | 8,601 | -60.5% | 0.01% | -62.5% |
| Q2 2023 | $1,704,583 | +7.5% | 21,756 | -1.6% | 0.02% | -4.0% |
| Q1 2023 | $1,585,723 | +6.1% | 22,113 | -2.5% | 0.02% | -3.8% |
| Q4 2022 | $1,493,968 | -91.6% | 22,684 | -92.0% | 0.03% | -92.5% |
| Q3 2022 | $17,811,000 | +3.7% | 283,117 | +9.5% | 0.35% | +6.1% |
| Q2 2022 | $17,176,000 | -20.7% | 258,671 | -3.1% | 0.33% | -7.3% |
| Q1 2022 | $21,655,000 | +2056.9% | 267,081 | +2237.3% | 0.35% | +2112.5% |
| Q4 2021 | $1,004,000 | +27.9% | 11,427 | +16.6% | 0.02% | +23.1% |
| Q3 2021 | $785,000 | +9.5% | 9,800 | +9.4% | 0.01% | +8.3% |
| Q2 2021 | $717,000 | +32.0% | 8,959 | +21.7% | 0.01% | +9.1% |
| Q1 2021 | $543,000 | +30.8% | 7,361 | +24.6% | 0.01% | +22.2% |
| Q4 2020 | $415,000 | – | 5,908 | – | 0.01% | – |
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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% |