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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $221,946 | +4.7% | 3,370 | 0.0% | 0.19% | +1.6% |
| Q3 2022 | $212,000 | -7.0% | 3,370 | -1.7% | 0.19% | -6.4% |
| Q2 2022 | $228,000 | -48.1% | 3,428 | -36.6% | 0.20% | -45.0% |
| Q1 2022 | $439,000 | -98.1% | 5,410 | -98.0% | 0.37% | -98.0% |
| Q4 2021 | $23,546,000 | +11.5% | 267,899 | +1.6% | 18.26% | +6.8% |
| Q3 2021 | $21,113,000 | +1.9% | 263,708 | +1.8% | 17.10% | -1.7% |
| Q2 2021 | $20,712,000 | – | 258,968 | – | 17.39% | – |
Download | ||||||
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% |