Baldrige Asset Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$1,396
+10.0%
19,472
+1.0%
0.57%
+1.4%
Q4 2022$1,269
-99.9%
19,273
-14.7%
0.56%
-16.4%
Q3 2022$1,421,000
-4.6%
22,586
+0.7%
0.68%
-0.9%
Q2 2022$1,489,000
+4.1%
22,426
+27.1%
0.68%
+16.6%
Q1 2022$1,430,000
-13.1%
17,640
-5.8%
0.58%
-8.7%
Q4 2021$1,646,000
+6.8%
18,724
-2.7%
0.64%
-0.2%
Q3 2021$1,541,000
+6.9%
19,253
+6.8%
0.64%
+2.7%
Q2 2021$1,442,000
+20.8%
18,033
+11.4%
0.62%
-4.3%
Q1 2021$1,194,000
+22.6%
16,187
+16.6%
0.65%
+12.8%
Q4 2020$974,000
+23.6%
13,884
+8.9%
0.58%
+9.0%
Q3 2020$788,000
+22.2%
12,751
+11.6%
0.53%
+9.5%
Q2 2020$645,000
+30.0%
11,430
+5.4%
0.48%
+12.0%
Q1 2020$496,000
-24.6%
10,842
-6.8%
0.43%
-20.3%
Q4 2019$658,000
+72.3%
11,634
+58.0%
0.54%
+60.2%
Q3 2019$382,000
+10.7%
7,362
+9.2%
0.34%
+6.6%
Q2 2019$345,000
+19.0%
6,744
+14.3%
0.32%
+12.4%
Q1 2019$290,0005,8990.28%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 328,570$20,309,00013.53%
LEO BROKERAGE, LLC 362,158$20,422,0008.44%
Orgel Wealth Management, LLC 258,797$15,996,0004.46%
Diversified Portfolios, Inc. 155,646$9,620,0004.16%
Stewardship Advisors, LLC 114,526$7,392,0003.70%
Crewe Advisors LLC 87,906$5,433,0002.55%
Stevard, LLC 66,612$4,117,0001.72%
MBE Wealth Management, LLC 32,235$1,817,0001.53%
Boston Standard Wealth Management, LLC 57,342$3,544,000,0001.49%
RETIREMENT CAPITAL STRATEGIES 41,685$2,524,0001.17%
View complete list of VANGUARD WORLD FD shareholders