VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 464 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,621,671 | -51.2% | 16,784 | -53.0% | 0.04% | -50.6% |
Q1 2024 | $3,326,045 | +133.0% | 35,691 | +112.6% | 0.09% | +89.1% |
Q4 2023 | $1,427,648 | +4.7% | 16,784 | -7.4% | 0.05% | -9.8% |
Q3 2023 | $1,363,890 | -3.9% | 18,132 | +0.1% | 0.05% | -5.6% |
Q2 2023 | $1,419,076 | +9.3% | 18,112 | 0.0% | 0.05% | 0.0% |
Q1 2023 | $1,298,812 | +8.9% | 18,112 | 0.0% | 0.05% | -5.3% |
Q4 2022 | $1,192,856 | -66.0% | 18,112 | -67.5% | 0.06% | -69.4% |
Q3 2022 | $3,508,000 | +221.8% | 55,765 | +239.8% | 0.19% | +226.3% |
Q2 2022 | $1,090,000 | – | 16,412 | – | 0.06% | – |
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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% |