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 | $34,492,733 | +19.5% | 458,558 | +24.5% | 2.70% | +11.0% |
| Q2 2023 | $28,866,020 | +33.9% | 368,424 | +22.6% | 2.43% | +37.2% |
| Q1 2023 | $21,550,289 | -15.5% | 300,520 | -22.4% | 1.77% | -18.8% |
| Q4 2022 | $25,505,602 | -13.6% | 387,270 | -17.5% | 2.18% | -28.9% |
| Q3 2022 | $29,531,000 | -10.0% | 469,420 | -5.0% | 3.07% | +2.3% |
| Q2 2022 | $32,818,000 | – | 494,250 | – | 3.00% | – |
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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% |