VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039,298 | -4.3% | 13,816 | -0.3% | 0.02% | -12.0% |
| Q2 2023 | $1,085,450 | +1.2% | 13,853 | -7.4% | 0.02% | -13.8% |
| Q1 2023 | $1,072,769 | +105.8% | 14,959 | +89.0% | 0.03% | +123.1% |
| Q4 2022 | $521,288 | +8.6% | 7,915 | +3.7% | 0.01% | 0.0% |
| Q3 2022 | $480,000 | +0.2% | 7,631 | +5.7% | 0.01% | +8.3% |
| Q2 2022 | $479,000 | +69.3% | 7,218 | +106.8% | 0.01% | +100.0% |
| Q1 2022 | $283,000 | +26.9% | 3,491 | +37.7% | 0.01% | +20.0% |
| Q4 2021 | $223,000 | – | 2,536 | – | 0.01% | – |
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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% |