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 | $739,112 | -7.4% | 9,826 | -3.6% | 0.02% | -5.9% |
| Q2 2023 | $798,453 | -3.3% | 10,191 | -11.5% | 0.02% | -15.0% |
| Q1 2023 | $825,803 | +9.4% | 11,516 | +4.3% | 0.02% | +5.3% |
| Q4 2022 | $754,742 | +19.6% | 11,036 | +10.0% | 0.02% | -56.8% |
| Q3 2022 | $631,000 | -90.2% | 10,036 | -89.7% | 0.04% | -89.9% |
| Q2 2022 | $6,447,000 | -22.1% | 97,094 | -4.9% | 0.44% | -18.8% |
| Q1 2022 | $8,276,000 | -19.4% | 102,075 | -12.6% | 0.54% | -22.2% |
| Q4 2021 | $10,265,000 | +14.8% | 116,797 | +4.6% | 0.69% | +3.3% |
| Q3 2021 | $8,943,000 | +1.7% | 111,706 | +1.6% | 0.67% | +1.7% |
| Q2 2021 | $8,791,000 | +13.5% | 109,920 | +4.7% | 0.66% | +5.0% |
| Q1 2021 | $7,742,000 | +27.7% | 104,973 | +21.5% | 0.62% | +16.2% |
| Q4 2020 | $6,062,000 | +59.2% | 86,395 | +40.3% | 0.54% | +34.5% |
| Q3 2020 | $3,807,000 | +10.6% | 61,586 | +0.9% | 0.40% | -5.0% |
| Q2 2020 | $3,442,000 | +27.3% | 61,043 | +3.4% | 0.42% | +9.9% |
| Q1 2020 | $2,704,000 | -15.5% | 59,049 | +4.4% | 0.38% | +20.8% |
| Q4 2019 | $3,200,000 | +27.1% | 56,566 | +16.6% | 0.32% | +19.2% |
| Q3 2019 | $2,518,000 | +30.5% | 48,505 | +28.6% | 0.27% | +28.5% |
| Q2 2019 | $1,929,000 | +144.2% | 37,706 | +134.2% | 0.21% | +130.0% |
| Q1 2019 | $790,000 | – | 16,102 | – | 0.09% | – |
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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% |