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 | $972,439 | -4.3% | 12,928 | -0.3% | 0.05% | -13.2% |
| Q2 2023 | $1,016,128 | +24.9% | 12,969 | +14.3% | 0.05% | +10.4% |
| Q1 2023 | $813,304 | +10.7% | 11,342 | +1.7% | 0.05% | -4.0% |
| Q4 2022 | $734,602 | +1.3% | 11,154 | -3.3% | 0.05% | -9.1% |
| Q3 2022 | $725,000 | -38.3% | 11,532 | -34.8% | 0.06% | -38.9% |
| Q2 2022 | $1,175,000 | -17.9% | 17,697 | +0.2% | 0.09% | -10.0% |
| Q1 2022 | $1,432,000 | -14.1% | 17,664 | -6.9% | 0.10% | -16.0% |
| Q4 2021 | $1,668,000 | -5.5% | 18,977 | -13.9% | 0.12% | -10.5% |
| Q3 2021 | $1,765,000 | -2.4% | 22,042 | -2.5% | 0.13% | -7.0% |
| Q2 2021 | $1,809,000 | +19.9% | 22,617 | +10.6% | 0.14% | +2.1% |
| Q1 2021 | $1,509,000 | +17.8% | 20,457 | +12.1% | 0.14% | +16.7% |
| Q4 2020 | $1,281,000 | +178.5% | 18,257 | +145.6% | 0.12% | +130.8% |
| Q3 2020 | $460,000 | – | 7,435 | – | 0.05% | – |
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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% |