VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,609 | -3.6% | 12,199 | +0.4% | 0.14% | -2.8% |
| Q2 2023 | $951,717 | -5.2% | 12,147 | -13.3% | 0.14% | -11.9% |
| Q1 2023 | $1,004,299 | +3.7% | 14,005 | -4.7% | 0.16% | -5.9% |
| Q4 2022 | $968,274 | +15.1% | 14,702 | +9.9% | 0.17% | +3.7% |
| Q3 2022 | $841,000 | +0.2% | 13,375 | +5.9% | 0.16% | -0.6% |
| Q2 2022 | $839,000 | -11.9% | 12,629 | +7.5% | 0.16% | -6.2% |
| Q1 2022 | $952,000 | +44.5% | 11,747 | +56.6% | 0.18% | +43.1% |
| Q4 2021 | $659,000 | +6.5% | 7,502 | -2.9% | 0.12% | -1.6% |
| Q3 2021 | $619,000 | -2.2% | 7,726 | -2.3% | 0.12% | -4.6% |
| Q2 2021 | $633,000 | +1.9% | 7,911 | -6.1% | 0.13% | -3.7% |
| Q1 2021 | $621,000 | +10.5% | 8,426 | +5.1% | 0.14% | +6.2% |
| Q4 2020 | $562,000 | +35.1% | 8,015 | +19.1% | 0.13% | +26.7% |
| Q3 2020 | $416,000 | +19.2% | 6,730 | +8.6% | 0.10% | +12.2% |
| Q2 2020 | $349,000 | +51.1% | 6,195 | +22.7% | 0.09% | +34.3% |
| Q1 2020 | $231,000 | – | 5,050 | – | 0.07% | – |
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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% |