VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,544,282 | -4.3% | 246,534 | -0.3% | 7.33% | -2.1% |
| Q2 2023 | $19,383,089 | +7.7% | 247,391 | -1.5% | 7.49% | +1.7% |
| Q1 2023 | $18,004,974 | +8.3% | 251,080 | -0.5% | 7.37% | -10.2% |
| Q4 2022 | $16,619,284 | +3.4% | 252,343 | -1.2% | 8.21% | +2.8% |
| Q3 2022 | $16,066,000 | -4.8% | 255,378 | +0.5% | 7.98% | +3.4% |
| Q2 2022 | $16,876,000 | -10.6% | 254,150 | +9.2% | 7.72% | +1.2% |
| Q1 2022 | $18,870,000 | +67.1% | 232,729 | +81.2% | 7.63% | +67.3% |
| Q4 2021 | $11,291,000 | +16.0% | 128,472 | +5.7% | 4.56% | +5.4% |
| Q3 2021 | $9,730,000 | +0.3% | 121,537 | +0.2% | 4.33% | -1.0% |
| Q2 2021 | $9,702,000 | +14.6% | 121,301 | +5.7% | 4.37% | +3.8% |
| Q1 2021 | $8,467,000 | – | 114,812 | – | 4.21% | – |
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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% |