VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 145 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,208,402 | -3.9% | 29,359 | +0.1% | 0.49% | 0.0% |
| Q2 2023 | $2,298,292 | +11.5% | 29,334 | +2.1% | 0.49% | +9.6% |
| Q1 2023 | $2,060,657 | -24.1% | 28,736 | -30.3% | 0.45% | -23.6% |
| Q4 2022 | $2,716,400 | +64.6% | 41,245 | +57.3% | 0.58% | +44.9% |
| Q3 2022 | $1,650,000 | +213.7% | 26,226 | +231.1% | 0.40% | +247.4% |
| Q2 2022 | $526,000 | +1.5% | 7,922 | +24.1% | 0.12% | +11.5% |
| Q1 2022 | $518,000 | +28.9% | 6,385 | +39.6% | 0.10% | +28.4% |
| Q4 2021 | $402,000 | +71.1% | 4,574 | +56.1% | 0.08% | +55.8% |
| Q3 2021 | $235,000 | +0.4% | 2,931 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $234,000 | +8.3% | 2,931 | +0.1% | 0.05% | +4.0% |
| Q1 2021 | $216,000 | -20.0% | 2,929 | -38.9% | 0.05% | -32.4% |
| Q2 2020 | $270,000 | +23.3% | 4,793 | 0.0% | 0.07% | +12.1% |
| Q1 2020 | $219,000 | – | 4,793 | – | 0.07% | – |
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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% |