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 | $2,248,601 | -85.0% | 29,894 | -84.3% | 0.01% | -81.0% |
| Q2 2023 | $14,966,037 | +54.9% | 191,015 | +41.8% | 0.06% | +152.2% |
| Q1 2023 | $9,658,857 | +19.8% | 134,693 | +44.3% | 0.02% | -55.8% |
| Q4 2022 | $8,062,659 | +210.2% | 93,354 | +125.9% | 0.05% | +67.7% |
| Q3 2022 | $2,599,000 | -57.4% | 41,320 | -55.0% | 0.03% | -53.7% |
| Q2 2022 | $6,098,000 | +21.3% | 91,844 | +0.9% | 0.07% | -14.1% |
| Q1 2022 | $5,028,000 | -3.7% | 91,011 | +22.9% | 0.08% | -1.3% |
| Q4 2021 | $5,220,000 | – | 74,060 | – | 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% |