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 | $254,845 | -5.2% | 3,388 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $268,819 | +10.7% | 3,431 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $242,738 | +16.1% | 3,385 | +6.6% | 0.00% | 0.0% |
| Q4 2022 | $209,106 | -43.5% | 3,175 | -43.1% | 0.00% | -66.7% |
| Q2 2022 | $370,000 | -23.4% | 5,576 | -6.4% | 0.01% | -14.3% |
| Q1 2022 | $483,000 | -43.2% | 5,957 | -38.5% | 0.01% | -41.7% |
| Q4 2021 | $851,000 | +106.1% | 9,680 | +87.9% | 0.01% | +71.4% |
| Q3 2021 | $413,000 | -7.2% | 5,153 | -7.4% | 0.01% | 0.0% |
| Q2 2021 | $445,000 | +7.7% | 5,563 | -0.7% | 0.01% | -12.5% |
| Q1 2021 | $413,000 | +1.2% | 5,600 | -3.8% | 0.01% | 0.0% |
| Q4 2020 | $408,000 | +9.7% | 5,821 | -3.3% | 0.01% | -73.3% |
| Q3 2020 | $372,000 | +8.5% | 6,021 | -1.0% | 0.03% | -6.2% |
| Q2 2020 | $343,000 | +66.5% | 6,083 | +35.0% | 0.03% | +28.0% |
| Q1 2020 | $206,000 | – | 4,507 | – | 0.02% | – |
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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% |