VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,432 | -4.0% | 4,805 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $376,472 | +9.3% | 4,805 | 0.0% | 0.07% | +5.7% |
| Q1 2023 | $344,567 | +115915.8% | 4,805 | +6.7% | 0.07% | +11.1% |
| Q4 2022 | $297 | -99.9% | 4,505 | +3.4% | 0.06% | +1.6% |
| Q3 2022 | $274,000 | -5.5% | 4,355 | -0.2% | 0.06% | 0.0% |
| Q2 2022 | $290,000 | -3.0% | 4,365 | +18.3% | 0.06% | +6.9% |
| Q1 2022 | $299,000 | -7.7% | 3,690 | 0.0% | 0.06% | -9.4% |
| Q4 2021 | $324,000 | +9.8% | 3,690 | 0.0% | 0.06% | -1.5% |
| Q3 2021 | $295,000 | +8.5% | 3,690 | +8.4% | 0.06% | 0.0% |
| Q2 2021 | $272,000 | +8.4% | 3,405 | 0.0% | 0.06% | +1.6% |
| Q1 2021 | $251,000 | -16.6% | 3,405 | -20.5% | 0.06% | -17.9% |
| Q4 2020 | $301,000 | +28.1% | 4,285 | +12.9% | 0.08% | +2.6% |
| Q3 2020 | $235,000 | – | 3,795 | – | 0.08% | – |
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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% |