VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,280,388 | +89.9% | 96,787 | +97.8% | 0.06% | -1.8% |
| Q2 2023 | $3,834,294 | +11.3% | 48,938 | +1.9% | 0.06% | +1.8% |
| Q1 2023 | $3,444,623 | -46.9% | 48,035 | -51.3% | 0.06% | +1.8% |
| Q4 2022 | $6,492,168 | +5.2% | 98,576 | +0.5% | 0.06% | -1.8% |
| Q3 2022 | $6,172,000 | +90.1% | 98,104 | +100.7% | 0.06% | -21.1% |
| Q2 2022 | $3,246,000 | -17.8% | 48,880 | +0.3% | 0.07% | -22.8% |
| Q1 2022 | $3,951,000 | -7.6% | 48,732 | +0.2% | 0.09% | -14.0% |
| Q4 2021 | $4,274,000 | +10.1% | 48,623 | +0.3% | 0.11% | -5.3% |
| Q3 2021 | $3,881,000 | – | 48,477 | – | 0.11% | – |
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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% |