VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,735 | -4.0% | 16,189 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $1,268,407 | +9.3% | 16,189 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $1,160,912 | +12.7% | 16,189 | +3.5% | 0.04% | +2.9% |
| Q4 2022 | $1,030,313 | +53.5% | 15,644 | +46.7% | 0.03% | +36.0% |
| Q3 2022 | $671,000 | +47.8% | 10,664 | +56.0% | 0.02% | +47.1% |
| Q2 2022 | $454,000 | -18.1% | 6,837 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $554,000 | +78.7% | 6,837 | +93.6% | 0.02% | +80.0% |
| Q4 2021 | $310,000 | +9.5% | 3,532 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $283,000 | +14.1% | 3,532 | +13.7% | 0.01% | +10.0% |
| Q2 2021 | $248,000 | +8.3% | 3,106 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $229,000 | – | 3,106 | – | 0.01% | – |
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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% |