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 | $885,824 | -3.8% | 11,776 | +0.2% | 0.06% | -1.6% |
| Q2 2023 | $921,105 | +22.4% | 11,756 | +12.1% | 0.06% | +16.7% |
| Q1 2023 | $752,252 | +9.0% | 10,490 | +0.1% | 0.05% | -12.9% |
| Q4 2022 | $690,029 | -6.0% | 10,477 | -10.2% | 0.06% | -1.6% |
| Q3 2022 | $734,000 | -2.0% | 11,668 | +3.4% | 0.06% | +1.6% |
| Q2 2022 | $749,000 | -10.4% | 11,286 | +9.5% | 0.06% | -3.1% |
| Q1 2022 | $836,000 | +7.2% | 10,308 | +8.3% | 0.06% | +4.9% |
| Q4 2021 | $780,000 | +2.5% | 9,522 | +0.1% | 0.06% | -3.2% |
| Q3 2021 | $761,000 | +0.1% | 9,511 | +0.1% | 0.06% | -1.6% |
| Q2 2021 | $760,000 | +2.8% | 9,500 | -7.5% | 0.06% | -7.2% |
| Q1 2021 | $739,000 | +57.2% | 10,268 | +53.3% | 0.07% | +68.3% |
| Q4 2020 | $470,000 | +13.5% | 6,700 | 0.0% | 0.04% | +7.9% |
| Q3 2020 | $414,000 | +9.5% | 6,700 | 0.0% | 0.04% | -19.1% |
| Q2 2020 | $378,000 | -99.9% | 6,700 | 0.0% | 0.05% | +6.8% |
| Q1 2020 | $306,793,000 | +80848.0% | 6,700 | 0.0% | 0.04% | -20.0% |
| Q4 2019 | $379,000 | +8.9% | 6,700 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $348,000 | +1.5% | 6,700 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $343,000 | – | 6,700 | – | 0.06% | – |
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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% |