VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,818 | +5.8% | 875 | +10.2% | 0.02% | 0.0% |
| Q2 2023 | $62,210 | -5.7% | 794 | -13.5% | 0.02% | -10.5% |
| Q1 2023 | $65,996 | +17.7% | 918 | +12.5% | 0.02% | +18.8% |
| Q4 2022 | $56,059 | +14.4% | 816 | +5.3% | 0.02% | 0.0% |
| Q3 2022 | $49,000 | -7.5% | 775 | +5.4% | 0.02% | 0.0% |
| Q2 2022 | $53,000 | -5.4% | 735 | +5.8% | 0.02% | +6.7% |
| Q1 2022 | $56,000 | -31.7% | 695 | -25.8% | 0.02% | -40.0% |
| Q4 2021 | $82,000 | +30.2% | 937 | +19.1% | 0.02% | +13.6% |
| Q3 2021 | $63,000 | +53.7% | 787 | +55.2% | 0.02% | +46.7% |
| Q2 2021 | $41,000 | – | 507 | – | 0.02% | – |
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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% |