VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,345 | +20.8% | 97,648 | +25.9% | 0.63% | +23.7% |
| Q2 2023 | $6,078 | +9.3% | 77,570 | +0.1% | 0.51% | -17.0% |
| Q1 2023 | $5,559 | +9.4% | 77,515 | +0.4% | 0.61% | 0.0% |
| Q4 2022 | $5,083 | -99.9% | 77,173 | -7.2% | 0.61% | -9.9% |
| Q3 2022 | $5,233,000 | +53.1% | 83,184 | +61.6% | 0.68% | +62.7% |
| Q2 2022 | $3,418,000 | -16.8% | 51,482 | +1.6% | 0.42% | -1.4% |
| Q1 2022 | $4,109,000 | -2.4% | 50,683 | +5.8% | 0.42% | +2.4% |
| Q4 2021 | $4,212,000 | +10.0% | 47,921 | +0.2% | 0.41% | +4.0% |
| Q3 2021 | $3,829,000 | -9.0% | 47,831 | -9.1% | 0.40% | -9.0% |
| Q2 2021 | $4,207,000 | +3.9% | 52,598 | -4.2% | 0.44% | -7.1% |
| Q1 2021 | $4,049,000 | +5.0% | 54,900 | -0.2% | 0.47% | -0.4% |
| Q4 2020 | $3,858,000 | +9.0% | 54,990 | -4.0% | 0.47% | -11.8% |
| Q3 2020 | $3,541,000 | -5.5% | 57,296 | -13.8% | 0.53% | -1.7% |
| Q2 2020 | $3,746,000 | +30.3% | 66,431 | +5.9% | 0.54% | +7.3% |
| Q1 2020 | $2,874,000 | – | 62,757 | – | 0.50% | – |
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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% |