VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,235 | +34.1% | 6,132 | +18.5% | 0.08% | -21.0% |
| Q2 2022 | $344,000 | -49.0% | 5,176 | -37.8% | 0.10% | -52.2% |
| Q1 2022 | $674,000 | -19.0% | 8,318 | -12.1% | 0.21% | -22.0% |
| Q4 2021 | $832,000 | +14.4% | 9,468 | +4.2% | 0.27% | +2.7% |
| Q3 2021 | $727,000 | +35.9% | 9,086 | +35.7% | 0.26% | +25.5% |
| Q2 2021 | $535,000 | +15.1% | 6,694 | +6.2% | 0.21% | +8.9% |
| Q1 2021 | $465,000 | +0.6% | 6,302 | -4.4% | 0.19% | +6.7% |
| Q4 2020 | $462,000 | +24.9% | 6,590 | +10.2% | 0.18% | -23.8% |
| Q3 2020 | $370,000 | – | 5,978 | – | 0.24% | – |
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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% |