VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 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 2023 | $1,992,319 | +109247.9% | 25,428 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,822 | +8.9% | 25,421 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,673 | -99.9% | 25,415 | -7.2% | 0.01% | -11.1% |
| Q3 2022 | $1,722,000 | -13.8% | 27,384 | -9.0% | 0.01% | -18.2% |
| Q2 2022 | $1,997,000 | -19.1% | 30,083 | -1.3% | 0.01% | -8.3% |
| Q1 2022 | $2,469,000 | -10.3% | 30,465 | -2.7% | 0.01% | -7.7% |
| Q4 2021 | $2,753,000 | +14.7% | 31,326 | +4.4% | 0.01% | 0.0% |
| Q3 2021 | $2,401,000 | +4.6% | 29,993 | +4.5% | 0.01% | 0.0% |
| Q2 2021 | $2,296,000 | +393.8% | 28,713 | +355.1% | 0.01% | +333.3% |
| Q1 2021 | $465,000 | +148.7% | 6,309 | +136.4% | 0.00% | +200.0% |
| Q4 2020 | $187,000 | +14.0% | 2,669 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $164,000 | -12.3% | 2,669 | -19.3% | 0.00% | 0.0% |
| Q2 2020 | $187,000 | +11.3% | 3,308 | -9.9% | 0.00% | 0.0% |
| Q1 2020 | $168,000 | +54.1% | 3,671 | +90.9% | 0.00% | +100.0% |
| Q4 2019 | $109,000 | +34.6% | 1,923 | +23.3% | 0.00% | 0.0% |
| Q3 2019 | $81,000 | – | 1,559 | – | 0.00% | – |
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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% |