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 | $1,369,279 | +14.3% | 18,204 | +20.7% | 0.01% | +20.0% |
| Q2 2023 | $1,198,141 | +44.9% | 15,080 | +30.8% | 0.01% | +25.0% |
| Q1 2023 | $826,852 | +108.0% | 11,530 | +6.4% | 0.01% | -60.0% |
| Q4 2022 | $397,484 | -44.1% | 10,832 | -4.1% | 0.02% | +150.0% |
| Q3 2022 | $711,000 | -32.9% | 11,294 | -29.2% | 0.01% | -11.1% |
| Q2 2022 | $1,060,000 | -22.0% | 15,960 | -4.8% | 0.01% | -10.0% |
| Q1 2022 | $1,359,000 | -72.8% | 16,762 | -70.5% | 0.01% | -73.0% |
| Q4 2021 | $4,988,000 | +302.9% | 56,754 | +267.0% | 0.04% | +362.5% |
| Q3 2021 | $1,238,000 | +34.4% | 15,465 | +34.3% | 0.01% | 0.0% |
| Q2 2021 | $921,000 | +12.5% | 11,517 | +3.7% | 0.01% | 0.0% |
| Q1 2021 | $819,000 | +28.6% | 11,102 | +22.3% | 0.01% | +14.3% |
| Q4 2020 | $637,000 | – | 9,080 | – | 0.01% | – |
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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% |