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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $567,411 | +8.7% | 7,242 | -0.5% | 0.02% | -4.3% |
| Q1 2023 | $522,121 | +8.5% | 7,281 | -0.4% | 0.02% | 0.0% |
| Q4 2022 | $481,305 | -11.0% | 7,308 | -15.1% | 0.02% | -23.3% |
| Q3 2022 | $541,000 | -5.3% | 8,603 | 0.0% | 0.03% | -9.1% |
| Q2 2022 | $571,000 | -18.2% | 8,603 | -0.0% | 0.03% | -17.5% |
| Q1 2022 | $698,000 | -7.9% | 8,606 | -0.2% | 0.04% | -7.0% |
| Q4 2021 | $758,000 | +9.5% | 8,627 | -0.2% | 0.04% | -8.5% |
| Q3 2021 | $692,000 | 0.0% | 8,646 | 0.0% | 0.05% | -4.1% |
| Q2 2021 | $692,000 | +8.5% | 8,646 | 0.0% | 0.05% | -14.0% |
| Q1 2021 | $638,000 | -5.6% | 8,646 | -10.2% | 0.06% | -25.0% |
| Q4 2020 | $676,000 | +28.0% | 9,627 | +12.6% | 0.08% | +7.0% |
| Q3 2020 | $528,000 | +9.5% | 8,549 | 0.0% | 0.07% | -5.3% |
| Q2 2020 | $482,000 | +45.6% | 8,549 | +18.2% | 0.08% | +15.4% |
| Q1 2020 | $331,000 | – | 7,235 | – | 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% |