VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185,919 | -4.7% | 2,472 | +0.3% | 0.06% | -3.3% |
| Q2 2023 | $195,041 | +1.8% | 2,464 | -6.8% | 0.06% | +7.1% |
| Q1 2023 | $191,593 | -0.7% | 2,644 | -9.7% | 0.06% | -8.2% |
| Q4 2022 | $192,879 | +5.4% | 2,929 | +0.4% | 0.06% | -3.2% |
| Q3 2022 | $183,000 | -5.2% | 2,916 | +0.3% | 0.06% | -4.5% |
| Q2 2022 | $193,000 | -31.8% | 2,906 | -16.9% | 0.07% | -26.7% |
| Q1 2022 | $283,000 | -7.8% | 3,496 | +0.2% | 0.09% | -15.1% |
| Q4 2021 | $307,000 | +6.2% | 3,489 | -3.3% | 0.11% | -5.4% |
| Q3 2021 | $289,000 | +10.7% | 3,608 | +10.5% | 0.11% | 0.0% |
| Q2 2021 | $261,000 | +8.8% | 3,264 | +0.2% | 0.11% | +8.7% |
| Q1 2021 | $240,000 | +122.2% | 3,259 | +54.5% | 0.10% | +51.5% |
| Q2 2019 | $108,000 | – | 2,110 | – | 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% |