VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,802 | -7.3% | 11,005 | -3.4% | 0.06% | -4.6% |
| Q2 2023 | $892,570 | +4.5% | 11,392 | -4.3% | 0.06% | +12.1% |
| Q1 2023 | $853,930 | +7.4% | 11,908 | -1.3% | 0.06% | +1.8% |
| Q4 2022 | $794,807 | -11.4% | 12,068 | -15.3% | 0.06% | -17.4% |
| Q3 2022 | $897,000 | -5.3% | 14,251 | -0.0% | 0.07% | -1.4% |
| Q2 2022 | $947,000 | +8.4% | 14,257 | +32.3% | 0.07% | +20.7% |
| Q1 2022 | $874,000 | -9.2% | 10,778 | -1.7% | 0.06% | -4.9% |
| Q4 2021 | $963,000 | +9.2% | 10,959 | -0.5% | 0.06% | 0.0% |
| Q3 2021 | $882,000 | +0.2% | 11,015 | +0.2% | 0.06% | +5.2% |
| Q2 2021 | $880,000 | +7.1% | 10,998 | -1.3% | 0.06% | -1.7% |
| Q1 2021 | $822,000 | +5.4% | 11,141 | +0.2% | 0.06% | 0.0% |
| Q4 2020 | $780,000 | -36.3% | 11,121 | -43.9% | 0.06% | -50.0% |
| Q3 2020 | $1,224,000 | +9.9% | 19,808 | +0.3% | 0.12% | -28.0% |
| Q2 2020 | $1,114,000 | +29.2% | 19,752 | +5.0% | 0.16% | +9.3% |
| Q1 2020 | $862,000 | – | 18,819 | – | 0.15% | – |
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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% |