VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 119 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,108 | -4.0% | 6,170 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $483,420 | +73.3% | 6,170 | +94.3% | 0.02% | +42.9% |
| Q4 2021 | $279,000 | +22.4% | 3,175 | +11.4% | 0.01% | +7.7% |
| Q3 2021 | $228,000 | 0.0% | 2,849 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $228,000 | -1.7% | 2,849 | -30.4% | 0.01% | -35.0% |
| Q4 2019 | $232,000 | +8.9% | 4,095 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $213,000 | – | 4,095 | – | 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% |