VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,757 | -12.2% | 6,458 | -8.5% | 0.20% | -12.9% |
| Q2 2023 | $553,193 | +8.6% | 7,061 | -0.6% | 0.23% | +0.4% |
| Q1 2023 | $509,500 | +9.3% | 7,105 | +0.4% | 0.23% | +5.0% |
| Q4 2022 | $466,223 | +35.5% | 7,079 | +29.3% | 0.22% | +21.4% |
| Q3 2022 | $344,000 | -22.9% | 5,474 | -18.6% | 0.18% | -27.5% |
| Q2 2022 | $446,000 | +12.1% | 6,723 | +37.1% | 0.25% | +29.4% |
| Q1 2022 | $398,000 | +1.0% | 4,904 | +9.3% | 0.19% | -3.0% |
| Q4 2021 | $394,000 | – | 4,488 | – | 0.20% | – |
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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% |