VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $295 | -24.0% | 3,474 | -32.7% | 0.02% | -23.8% |
| Q3 2023 | $388 | -3.5% | 5,159 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $402 | +15.2% | 5,136 | +3.8% | 0.02% | +10.5% |
| Q1 2023 | $349 | +7.1% | 4,948 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $326 | -99.9% | 4,948 | -12.7% | 0.02% | -20.8% |
| Q3 2022 | $357,000 | +17.4% | 5,669 | +23.9% | 0.02% | +20.0% |
| Q2 2022 | $304,000 | -11.4% | 4,576 | +8.1% | 0.02% | -9.1% |
| Q1 2022 | $343,000 | -3.1% | 4,235 | +5.1% | 0.02% | -4.3% |
| Q4 2021 | $354,000 | – | 4,028 | – | 0.02% | – |
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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% |