VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,848,053 | -9.4% | 157,512 | -5.6% | 2.24% | -14.8% |
| Q2 2023 | $13,071,992 | +9.8% | 166,841 | +0.5% | 2.62% | -1.0% |
| Q1 2023 | $11,904,792 | +13.5% | 166,013 | +4.2% | 2.65% | +10.1% |
| Q4 2022 | $10,492,618 | +4.6% | 159,317 | -0.1% | 2.40% | -10.9% |
| Q3 2022 | $10,029,000 | -4.5% | 159,422 | +0.8% | 2.70% | -7.8% |
| Q2 2022 | $10,507,000 | -14.3% | 158,232 | +4.6% | 2.93% | -0.4% |
| Q1 2022 | $12,262,000 | -4.0% | 151,229 | +4.1% | 2.94% | -4.3% |
| Q4 2021 | $12,774,000 | +4.9% | 145,336 | -4.5% | 3.07% | -8.8% |
| Q3 2021 | $12,183,000 | -0.6% | 152,170 | -0.7% | 3.37% | -27.0% |
| Q2 2021 | $12,257,000 | +8.5% | 153,248 | +0.0% | 4.62% | +24.2% |
| Q1 2021 | $11,301,000 | +3.5% | 153,239 | -1.5% | 3.72% | -4.8% |
| Q4 2020 | $10,919,000 | +13.5% | 155,607 | -0.0% | 3.90% | -6.1% |
| Q3 2020 | $9,620,000 | -4.3% | 155,646 | -12.7% | 4.16% | -13.5% |
| Q2 2020 | $10,049,000 | +36.0% | 178,199 | +10.4% | 4.81% | +17.3% |
| Q1 2020 | $7,391,000 | -15.1% | 161,419 | +4.9% | 4.10% | -0.5% |
| Q4 2019 | $8,702,000 | +9.9% | 153,823 | +0.9% | 4.12% | +2.9% |
| Q3 2019 | $7,916,000 | – | 152,495 | – | 4.00% | – |
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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% |