VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 413 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $348,605 | +6.6% | 3,608 | +2.8% | 0.08% | -1.3% |
| Q1 2024 | $327,097 | +1.4% | 3,510 | -7.5% | 0.08% | -8.3% |
| Q4 2023 | $322,718 | +13.9% | 3,794 | +0.7% | 0.08% | +5.0% |
| Q3 2023 | $283,429 | -6.1% | 3,768 | -2.2% | 0.08% | -3.6% |
| Q2 2023 | $301,883 | +7.9% | 3,853 | -1.2% | 0.08% | -1.2% |
| Q1 2023 | $279,669 | +36.4% | 3,900 | +25.2% | 0.08% | +29.2% |
| Q4 2022 | $205,088 | -0.4% | 3,114 | +22.5% | 0.06% | +10.2% |
| Q1 2022 | $206,000 | -3.3% | 2,543 | +4.9% | 0.06% | -3.3% |
| Q4 2021 | $213,000 | -7.0% | 2,425 | -21.8% | 0.06% | -24.7% |
| Q1 2021 | $229,000 | -3.4% | 3,101 | -8.3% | 0.08% | -9.0% |
| Q4 2020 | $237,000 | – | 3,380 | – | 0.09% | – |
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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% |