VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,181,000 | 0.0% | 68,884 | 0.0% | 1.37% | 0.0% |
| Q3 2023 | $5,181,000 | -9.2% | 68,884 | -5.4% | 1.37% | -6.2% |
| Q2 2023 | $5,703,000 | +11.5% | 72,786 | +2.0% | 1.46% | -0.7% |
| Q1 2023 | $5,117,000 | -5.1% | 71,354 | -12.8% | 1.47% | -8.2% |
| Q4 2022 | $5,391,000 | -99.9% | 81,857 | +1.3% | 1.60% | -6.4% |
| Q3 2022 | $5,085,000,000 | -5.1% | 80,829 | +1.2% | 1.71% | -0.9% |
| Q2 2022 | $5,357,000,000 | -14.8% | 79,905 | +3.0% | 1.72% | -4.4% |
| Q1 2022 | $6,289,000,000 | -8.0% | 77,567 | -0.3% | 1.80% | -5.5% |
| Q4 2021 | $6,839,000,000 | +9.2% | 77,807 | -0.6% | 1.91% | +1.9% |
| Q3 2021 | $6,265,000,000 | +0.5% | 78,256 | +0.4% | 1.87% | -0.7% |
| Q2 2021 | $6,232,000,000 | +29.7% | 77,917 | +18.7% | 1.89% | +20.7% |
| Q1 2021 | $4,805,000,000 | +13.4% | 65,623 | +8.6% | 1.56% | -1.0% |
| Q4 2020 | $4,239,000,000 | +19.6% | 60,412 | +5.4% | 1.58% | +5.6% |
| Q3 2020 | $3,544,000,000 | +13.2% | 57,342 | +3.3% | 1.49% | +5.7% |
| Q2 2020 | $3,130,000,000 | +35.9% | 55,500 | +5.1% | 1.41% | +12.9% |
| Q1 2020 | $2,304,000,000 | -15.0% | 52,788 | +10.2% | 1.25% | +3.5% |
| Q4 2019 | $2,710,000,000 | +9.5% | 47,898 | +0.4% | 1.21% | +1.3% |
| Q3 2019 | $2,476,000,000 | +3.1% | 47,701 | +2.8% | 1.19% | +1.6% |
| Q2 2019 | $2,402,000,000 | +45.0% | 46,389 | +39.1% | 1.18% | +36.3% |
| Q1 2019 | $1,657,000,000 | – | 33,361 | – | 0.86% | – |
Download | ||||||
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% |