VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,658 | -52.7% | 833 | -50.7% | 0.01% | -53.6% |
| Q2 2023 | $132,333 | +4.8% | 1,689 | -4.1% | 0.03% | -3.4% |
| Q1 2023 | $126,281 | +8.9% | 1,761 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $115,979 | +4.5% | 1,761 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $111,000 | -5.1% | 1,761 | 0.0% | 0.03% | -13.9% |
| Q2 2022 | $117,000 | -18.8% | 1,761 | -0.9% | 0.04% | -14.3% |
| Q1 2022 | $144,000 | -7.7% | 1,777 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $156,000 | +9.1% | 1,777 | -0.7% | 0.04% | -2.3% |
| Q3 2021 | $143,000 | +104.3% | 1,789 | +105.4% | 0.04% | +104.8% |
| Q2 2021 | $70,000 | +9.4% | 871 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $64,000 | +42.2% | 871 | +35.9% | 0.02% | +29.4% |
| Q4 2020 | $45,000 | +200.0% | 641 | +157.4% | 0.02% | +183.3% |
| Q3 2020 | $15,000 | +400.0% | 249 | +315.0% | 0.01% | +200.0% |
| Q2 2019 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | – | 60 | – | 0.00% | – |
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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% |