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 | $678,033 | -17.8% | 9,014 | -14.4% | 0.00% | 0.0% |
| Q2 2023 | $825,182 | -54.0% | 10,532 | -57.9% | 0.00% | -60.0% |
| Q1 2023 | $1,792,320 | +9.0% | 24,994 | +0.1% | 0.01% | +11.1% |
| Q4 2022 | $1,644,352 | +9.0% | 24,967 | +4.2% | 0.01% | 0.0% |
| Q3 2022 | $1,508,000 | +5.0% | 23,968 | +10.8% | 0.01% | +12.5% |
| Q2 2022 | $1,436,000 | -14.6% | 21,625 | +4.3% | 0.01% | 0.0% |
| Q1 2022 | $1,681,000 | -7.0% | 20,736 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $1,807,000 | +3.3% | 20,560 | -5.9% | 0.01% | -11.1% |
| Q3 2021 | $1,749,000 | +16.1% | 21,845 | +15.9% | 0.01% | +12.5% |
| Q2 2021 | $1,507,000 | +4.4% | 18,841 | -3.7% | 0.01% | 0.0% |
| Q1 2021 | $1,443,000 | +21.5% | 19,561 | +15.5% | 0.01% | +14.3% |
| Q4 2020 | $1,188,000 | +17.3% | 16,931 | +3.4% | 0.01% | 0.0% |
| Q3 2020 | $1,013,000 | +11.2% | 16,381 | +1.3% | 0.01% | 0.0% |
| Q2 2020 | $911,000 | +38.0% | 16,164 | +12.2% | 0.01% | +40.0% |
| Q1 2020 | $660,000 | -1.8% | 14,408 | +21.2% | 0.01% | +25.0% |
| Q4 2019 | $672,000 | +28.5% | 11,887 | +18.0% | 0.00% | 0.0% |
| Q3 2019 | $523,000 | – | 10,073 | – | 0.00% | – |
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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% |