VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,072 | -3.9% | 3,790 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $296,714 | +12.2% | 3,787 | +2.7% | 0.00% | 0.0% |
| Q1 2023 | $264,451 | +8.9% | 3,688 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $242,744 | -62.9% | 3,686 | -64.6% | 0.00% | -66.7% |
| Q3 2022 | $654,000 | +168.0% | 10,403 | +182.7% | 0.01% | +200.0% |
| Q2 2022 | $244,000 | -17.6% | 3,680 | +0.6% | 0.00% | -20.0% |
| Q1 2022 | $296,000 | +5.0% | 3,657 | +13.8% | 0.01% | +25.0% |
| Q4 2021 | $282,000 | +9.7% | 3,213 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $257,000 | +18.4% | 3,211 | +18.1% | 0.00% | 0.0% |
| Q2 2021 | $217,000 | -100.0% | 2,718 | -76.8% | 0.00% | -50.0% |
| Q1 2021 | $863,146,000 | +513677.4% | 11,704 | +389.1% | 0.01% | +100.0% |
| Q4 2020 | $168,000 | +28.2% | 2,393 | +13.0% | 0.00% | +33.3% |
| Q3 2020 | $131,000 | -93.9% | 2,117 | -94.4% | 0.00% | -95.1% |
| Q2 2020 | $2,148,000 | – | 38,098 | – | 0.06% | – |
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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% |