VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 165 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,790,000 | +0.8% | 59,833 | +0.7% | 0.84% | +1.2% |
| Q2 2021 | $4,751,000 | +24.9% | 59,398 | +15.2% | 0.82% | +20.4% |
| Q1 2021 | $3,804,000 | +56.5% | 51,577 | +48.9% | 0.68% | +60.4% |
| Q4 2020 | $2,430,000 | +32.6% | 34,635 | +16.9% | 0.43% | +25.2% |
| Q3 2020 | $1,832,000 | +176.7% | 29,638 | +152.3% | 0.34% | +177.2% |
| Q2 2020 | $662,000 | +49.8% | 11,748 | +21.8% | 0.12% | +41.4% |
| Q1 2020 | $442,000 | +88.1% | 9,648 | +132.6% | 0.09% | +123.1% |
| Q4 2019 | $235,000 | – | 4,148 | – | 0.04% | – |
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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% |