VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 413 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,005,028 | +1.8% | 20,752 | -1.9% | 0.54% | -3.6% |
| Q1 2024 | $1,970,430 | +5.8% | 21,144 | -3.5% | 0.56% | -4.1% |
| Q4 2023 | $1,863,066 | +40.7% | 21,903 | +24.4% | 0.58% | +23.0% |
| Q3 2023 | $1,324,463 | -3.6% | 17,608 | +0.4% | 0.47% | -2.7% |
| Q2 2023 | $1,374,569 | +12.9% | 17,544 | +3.4% | 0.49% | +1.9% |
| Q1 2023 | $1,217,168 | – | 16,973 | – | 0.48% | – |
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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% |