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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,198 | -3.2% | 388,173 | +0.8% | 0.09% | -1.1% |
| Q2 2023 | $30,160 | -8.2% | 384,937 | -91.6% | 0.09% | -12.3% |
| Q1 2023 | $32,847 | +9.2% | 4,580,545 | +902.6% | 0.11% | +2.9% |
| Q4 2022 | $30,091 | -99.9% | 456,886 | +11.8% | 0.10% | +6.2% |
| Q3 2022 | $27,132,000 | 0.0% | 408,614 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $27,132,000 | +8.8% | 408,614 | +32.8% | 0.10% | +22.8% |
| Q1 2022 | $24,943,000 | +17.3% | 307,638 | +27.2% | 0.08% | +19.7% |
| Q4 2021 | $21,260,000 | +13.3% | 241,889 | +3.2% | 0.07% | +4.8% |
| Q3 2021 | $18,767,000 | -5.9% | 234,415 | -6.0% | 0.06% | -7.4% |
| Q2 2021 | $19,940,000 | – | 249,309 | – | 0.07% | – |
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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% |