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 | $577,682 | -9.2% | 7,680 | -5.4% | 0.03% | -10.3% |
Q2 2023 | $635,891 | +19.6% | 8,116 | +9.5% | 0.03% | +11.5% |
Q1 2023 | $531,483 | -29.3% | 7,412 | -35.1% | 0.03% | -36.6% |
Q4 2022 | $752,043 | +159.3% | 11,419 | +148.0% | 0.04% | +127.8% |
Q3 2022 | $290,000 | -5.2% | 4,605 | 0.0% | 0.02% | -5.3% |
Q2 2022 | $306,000 | -18.0% | 4,605 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $373,000 | -7.9% | 4,605 | 0.0% | 0.02% | -13.6% |
Q4 2021 | $405,000 | +9.8% | 4,605 | 0.0% | 0.02% | +4.8% |
Q3 2021 | $369,000 | +0.3% | 4,605 | 0.0% | 0.02% | -4.5% |
Q2 2021 | $368,000 | +8.2% | 4,605 | 0.0% | 0.02% | +37.5% |
Q1 2021 | $340,000 | +5.3% | 4,605 | 0.0% | 0.02% | -5.9% |
Q4 2020 | $323,000 | +3.9% | 4,605 | -8.4% | 0.02% | -37.0% |
Q3 2020 | $311,000 | +9.9% | 5,027 | 0.0% | 0.03% | +3.8% |
Q2 2020 | $283,000 | +14.1% | 5,027 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $248,000 | +11.7% | 5,027 | +28.0% | 0.03% | +18.2% |
Q4 2019 | $222,000 | +8.8% | 3,927 | 0.0% | 0.02% | -4.3% |
Q3 2019 | $204,000 | +26.7% | 3,927 | +24.7% | 0.02% | +27.8% |
Q2 2019 | $161,000 | +59.4% | 3,148 | +52.2% | 0.02% | +50.0% |
Q1 2019 | $101,000 | – | 2,068 | – | 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% |