VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,104 | -3.7% | 14,673 | +0.3% | 0.60% | +1.3% |
| Q2 2023 | $1,146 | +9.6% | 14,622 | +0.3% | 0.60% | +6.4% |
| Q1 2023 | $1,046 | +9.2% | 14,583 | +0.3% | 0.56% | +6.1% |
| Q4 2022 | $958 | -99.8% | 14,543 | +91.9% | 0.53% | +82.7% |
| Q3 2022 | $477,000 | -24.9% | 7,577 | -3.3% | 0.29% | -2.7% |
| Q1 2022 | $635,000 | -49.9% | 7,837 | -45.7% | 0.30% | -45.1% |
| Q4 2021 | $1,268,000 | +120.1% | 14,428 | +100.6% | 0.54% | +105.7% |
| Q3 2021 | $576,000 | – | 7,194 | – | 0.26% | – |
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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% |