VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $108,354 | +23.0% | 1,511 | +12.9% | 0.01% | +16.7% |
| Q4 2022 | $88,121 | +4.9% | 1,338 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $84,000 | -5.6% | 1,338 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $89,000 | -17.6% | 1,338 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $108,000 | +1.9% | 1,338 | +11.3% | 0.02% | 0.0% |
| Q4 2021 | $106,000 | +10.4% | 1,202 | 0.0% | 0.02% | +6.7% |
| Q3 2021 | $96,000 | +43.3% | 1,202 | +42.9% | 0.02% | +36.4% |
| Q2 2021 | $67,000 | +8.1% | 841 | 0.0% | 0.01% | -57.7% |
| Q1 2021 | $62,000 | +5.1% | 841 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $59,000 | – | 841 | – | 0.03% | – |
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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% |