VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,423 | -3.7% | 431 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $33,656 | +9.6% | 430 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $30,720 | +28.0% | 428 | +14.1% | 0.01% | +22.2% |
| Q3 2022 | $24,000 | +4.3% | 375 | +8.7% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -11.5% | 345 | +8.8% | 0.01% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 317 | +3.3% | 0.01% | -18.2% |
| Q4 2021 | $27,000 | +8.0% | 307 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $25,000 | +4.2% | 306 | +0.3% | 0.01% | +10.0% |
| Q2 2021 | $24,000 | +9.1% | 305 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $22,000 | +4.8% | 305 | +0.3% | 0.01% | +37.5% |
| Q4 2020 | $21,000 | – | 304 | – | 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% |