VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 377 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $879,247 | +3.4% | 8,897 | -4.7% | 0.39% | +4.6% |
| Q1 2024 | $850,631 | +106.9% | 9,335 | +88.7% | 0.37% | +78.7% |
| Q4 2023 | $411,191 | +11.3% | 4,946 | +0.3% | 0.21% | +2.0% |
| Q3 2023 | $369,369 | -2.1% | 4,931 | +1.6% | 0.20% | +8.0% |
| Q2 2023 | $377,183 | +1116.7% | 4,854 | +880.6% | 0.19% | +1346.2% |
| Q3 2022 | $31,000 | -6.1% | 495 | +0.4% | 0.01% | +8.3% |
| Q2 2022 | $33,000 | – | 493 | +24550.0% | 0.01% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | – | 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% |