VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,594,899 | +6.9% | 885,335 | +11.3% | 0.29% | +8.7% |
| Q2 2023 | $62,305,644 | +8.6% | 795,222 | -0.6% | 0.26% | +1.1% |
| Q1 2023 | $57,395,250 | +11.4% | 800,380 | +2.3% | 0.26% | +4.4% |
| Q4 2022 | $51,527,086 | +25.5% | 782,373 | +19.9% | 0.25% | +14.7% |
| Q3 2022 | $41,061,000 | -12.3% | 652,699 | -7.4% | 0.22% | -7.2% |
| Q2 2022 | $46,828,000 | +12.5% | 705,238 | +37.4% | 0.24% | +29.1% |
| Q1 2022 | $41,624,000 | +16.0% | 513,368 | +25.8% | 0.18% | +19.7% |
| Q4 2021 | $35,880,000 | +266.0% | 408,239 | +233.4% | 0.15% | +237.8% |
| Q3 2021 | $9,804,000 | +558.9% | 122,463 | +558.2% | 0.04% | +542.9% |
| Q2 2021 | $1,488,000 | – | 18,605 | – | 0.01% | – |
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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% |