VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 145 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,942 | +0.7% | 3,562 | +4.9% | 0.08% | -2.5% |
| Q2 2023 | $265,995 | -14.7% | 3,395 | -22.0% | 0.08% | -23.1% |
| Q1 2023 | $311,942 | -33.6% | 4,350 | -39.0% | 0.10% | -38.1% |
| Q4 2022 | $469,450 | -3.4% | 7,128 | -7.8% | 0.17% | -10.6% |
| Q3 2022 | $486,000 | -9.5% | 7,728 | -4.5% | 0.19% | -6.5% |
| Q2 2022 | $537,000 | -18.6% | 8,093 | -0.6% | 0.20% | -6.5% |
| Q1 2022 | $660,000 | -1.0% | 8,138 | +7.2% | 0.22% | -0.9% |
| Q4 2021 | $667,000 | +6.0% | 7,593 | -3.3% | 0.22% | +16.7% |
| Q3 2021 | $629,000 | +2.4% | 7,854 | +2.4% | 0.19% | +2.2% |
| Q2 2021 | $614,000 | +21.6% | 7,672 | +12.0% | 0.18% | +5.2% |
| Q1 2021 | $505,000 | +4.1% | 6,853 | -0.8% | 0.17% | -0.6% |
| Q4 2020 | $485,000 | +12.0% | 6,906 | -1.4% | 0.17% | -2.2% |
| Q3 2020 | $433,000 | -6.1% | 7,004 | -14.3% | 0.18% | -29.4% |
| Q2 2020 | $461,000 | +24.9% | 8,177 | +1.6% | 0.25% | -1.6% |
| Q1 2020 | $369,000 | – | 8,048 | – | 0.26% | – |
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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% |