VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,390 | -3.7% | 7,078 | +0.4% | 0.22% | -0.9% |
| Q2 2023 | $552,642 | +4.4% | 7,053 | -4.5% | 0.22% | -3.5% |
| Q1 2023 | $529,539 | +9.2% | 7,385 | +0.4% | 0.23% | +4.1% |
| Q4 2022 | $484,731 | +5.1% | 7,356 | -0.0% | 0.22% | -4.4% |
| Q3 2022 | $461,000 | -7.8% | 7,357 | -2.3% | 0.23% | -5.0% |
| Q2 2022 | $500,000 | -15.8% | 7,527 | +3.0% | 0.24% | -0.8% |
| Q1 2022 | $594,000 | -12.1% | 7,308 | -5.0% | 0.24% | -6.9% |
| Q4 2021 | $676,000 | +18.2% | 7,691 | +7.5% | 0.26% | +9.3% |
| Q3 2021 | $572,000 | +2.5% | 7,152 | +2.6% | 0.24% | +1.3% |
| Q2 2021 | $558,000 | +5.1% | 6,974 | -3.2% | 0.23% | -1.7% |
| Q1 2021 | $531,000 | +2.9% | 7,208 | -1.9% | 0.24% | -3.6% |
| Q4 2020 | $516,000 | +13.7% | 7,344 | -0.1% | 0.25% | -5.0% |
| Q3 2020 | $454,000 | +4.1% | 7,352 | -4.8% | 0.26% | -2.3% |
| Q2 2020 | $436,000 | +23.9% | 7,725 | +0.4% | 0.27% | +1.1% |
| Q1 2020 | $352,000 | +1.7% | 7,697 | +26.0% | 0.26% | +25.8% |
| Q4 2019 | $346,000 | +4.2% | 6,108 | -4.3% | 0.21% | -4.6% |
| Q3 2019 | $332,000 | – | 6,382 | – | 0.22% | – |
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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% |