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 2022 | $2,060,000 | -5.3% | 32,750 | -0.0% | 0.19% | 0.0% |
| Q2 2022 | $2,175,000 | -18.1% | 32,758 | +0.0% | 0.19% | +2.1% |
| Q1 2022 | $2,655,000 | +1.3% | 32,750 | 0.0% | 0.19% | -8.2% |
| Q4 2021 | $2,622,000 | +8.6% | 32,750 | 0.0% | 0.21% | -0.5% |
| Q1 2021 | $2,415,000 | +5.1% | 32,750 | 0.0% | 0.21% | -0.5% |
| Q4 2020 | $2,298,000 | +13.5% | 32,750 | 0.0% | 0.21% | -1.9% |
| Q3 2020 | $2,024,000 | +9.6% | 32,750 | 0.0% | 0.21% | +1.4% |
| Q2 2020 | $1,847,000 | +23.1% | 32,750 | 0.0% | 0.21% | -4.1% |
| Q1 2020 | $1,500,000 | -19.1% | 32,750 | 0.0% | 0.22% | -3.1% |
| Q4 2019 | $1,853,000 | +9.0% | 32,750 | 0.0% | 0.23% | +1.3% |
| Q3 2019 | $1,700,000 | +1.5% | 32,750 | 0.0% | 0.22% | -4.7% |
| Q2 2019 | $1,675,000 | +4.2% | 32,750 | 0.0% | 0.23% | +1.3% |
| Q1 2019 | $1,607,000 | +14.1% | 32,750 | 0.0% | 0.23% | 0.0% |
| Q4 2018 | $1,408,000 | – | 32,750 | – | 0.23% | – |
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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% |