VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29 | -6.5% | 391 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $31 | 0.0% | 391 | -9.1% | 0.01% | 0.0% |
| Q1 2023 | $31 | +10.7% | 430 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28 | -99.9% | 430 | -33.8% | 0.01% | -40.0% |
| Q3 2022 | $41,000 | -4.7% | 650 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -14.0% | 650 | +5.2% | 0.01% | 0.0% |
| Q1 2022 | $50,000 | -2.0% | 618 | +6.2% | 0.01% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 582 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $47,000 | +6.8% | 582 | +6.6% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +120.0% | 546 | +105.3% | 0.01% | +100.0% |
| Q1 2021 | $20,000 | +33.3% | 266 | +20.9% | 0.01% | +25.0% |
| Q4 2020 | $15,000 | +7.1% | 220 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +16.7% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +20.0% | 220 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $10,000 | – | 220 | – | 0.00% | – |
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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% |