VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,361,831 | -6.0% | 71,282 | -2.1% | 0.19% | -1.6% |
| Q2 2023 | $5,702,081 | -2.9% | 72,777 | -11.1% | 0.19% | -6.4% |
| Q1 2023 | $5,870,109 | +13.2% | 81,859 | +4.0% | 0.20% | +8.0% |
| Q4 2022 | $5,184,630 | -15.8% | 78,722 | -19.6% | 0.19% | -18.6% |
| Q3 2022 | $6,161,000 | -15.0% | 97,929 | -10.2% | 0.23% | -14.1% |
| Q2 2022 | $7,249,000 | -16.9% | 109,001 | +1.4% | 0.27% | -2.9% |
| Q1 2022 | $8,718,000 | -2.2% | 107,518 | +6.0% | 0.28% | +4.1% |
| Q4 2021 | $8,918,000 | +31.1% | 101,470 | +19.5% | 0.27% | +22.0% |
| Q3 2021 | $6,800,000 | +4.4% | 84,939 | +4.3% | 0.22% | +4.8% |
| Q2 2021 | $6,512,000 | +53.5% | 81,418 | +41.5% | 0.21% | +45.5% |
| Q1 2021 | $4,243,000 | +25.5% | 57,522 | +19.3% | 0.14% | +19.2% |
| Q4 2020 | $3,382,000 | +48.1% | 48,204 | +30.5% | 0.12% | +27.7% |
| Q3 2020 | $2,284,000 | +20.7% | 36,948 | +10.1% | 0.09% | +11.9% |
| Q2 2020 | $1,892,000 | +121.3% | 33,547 | +79.8% | 0.08% | +31.2% |
| Q1 2020 | $855,000 | +180.3% | 18,655 | +246.0% | 0.06% | +276.5% |
| Q4 2019 | $305,000 | – | 5,392 | – | 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% |