VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $676,926 | -22.1% | 8,999 | -18.9% | 0.15% | -13.6% |
| Q2 2023 | $869,018 | +0.7% | 11,091 | -7.8% | 0.18% | +2.9% |
| Q1 2023 | $863,044 | +6.6% | 12,035 | -2.1% | 0.17% | +1.2% |
| Q4 2022 | $809,341 | +2.1% | 12,289 | -2.5% | 0.17% | -11.5% |
| Q3 2022 | $793,000 | -6.8% | 12,598 | -1.7% | 0.19% | 0.0% |
| Q2 2022 | $851,000 | -21.2% | 12,810 | -3.9% | 0.19% | -9.0% |
| Q1 2022 | $1,080,000 | -9.8% | 13,326 | -2.2% | 0.21% | -12.5% |
| Q4 2021 | $1,198,000 | +6.8% | 13,626 | -2.8% | 0.24% | -8.4% |
| Q3 2021 | $1,122,000 | +3.7% | 14,012 | +3.6% | 0.26% | +4.8% |
| Q2 2021 | $1,082,000 | +15.4% | 13,527 | +6.4% | 0.25% | -6.7% |
| Q1 2021 | $938,000 | +15.5% | 12,714 | +9.9% | 0.27% | +7.6% |
| Q4 2020 | $812,000 | +16.7% | 11,570 | +2.7% | 0.25% | -2.0% |
| Q3 2020 | $696,000 | +17.8% | 11,266 | +7.6% | 0.25% | +7.2% |
| Q2 2020 | $591,000 | -8.5% | 10,473 | -25.7% | 0.24% | -20.7% |
| Q1 2020 | $646,000 | – | 14,101 | – | 0.30% | – |
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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% |