VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,085,851 | +13.1% | 67,613 | +17.8% | 0.69% | +12.1% |
| Q2 2023 | $4,497,256 | +19.3% | 57,399 | +9.2% | 0.61% | +11.1% |
| Q1 2023 | $3,771,046 | +25.9% | 52,587 | +15.6% | 0.55% | +16.2% |
| Q4 2022 | $2,995,058 | +12.1% | 45,476 | +7.1% | 0.47% | +6.5% |
| Q3 2022 | $2,671,000 | +2.1% | 42,461 | +7.8% | 0.44% | +8.8% |
| Q2 2022 | $2,615,000 | -12.8% | 39,389 | +6.5% | 0.41% | +11.1% |
| Q1 2022 | $2,999,000 | -2.4% | 36,992 | +5.8% | 0.37% | +1.7% |
| Q4 2021 | $3,072,000 | +13.3% | 34,955 | +3.2% | 0.36% | -3.5% |
| Q3 2021 | $2,712,000 | +0.2% | 33,880 | +0.1% | 0.38% | +0.3% |
| Q2 2021 | $2,707,000 | +19.1% | 33,849 | +9.8% | 0.37% | +5.4% |
| Q1 2021 | $2,273,000 | +15.2% | 30,827 | +9.6% | 0.36% | +9.2% |
| Q4 2020 | $1,973,000 | +10.5% | 28,121 | -2.6% | 0.32% | -2.1% |
| Q3 2020 | $1,785,000 | +278.2% | 28,877 | +245.3% | 0.33% | +235.4% |
| Q2 2020 | $472,000 | +53.7% | 8,362 | +24.7% | 0.10% | +20.7% |
| Q1 2020 | $307,000 | – | 6,706 | – | 0.08% | – |
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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% |