VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,293 | -6.5% | 2,889 | -2.6% | 0.01% | -8.3% |
| Q2 2023 | $232,354 | +10.6% | 2,966 | +1.2% | 0.01% | -7.7% |
| Q1 2023 | $210,075 | +11.3% | 2,930 | +2.2% | 0.01% | +18.2% |
| Q4 2022 | $188,780 | +6.7% | 2,866 | +1.5% | 0.01% | -8.3% |
| Q3 2022 | $177,000 | -19.9% | 2,823 | -14.4% | 0.01% | +9.1% |
| Q2 2022 | $221,000 | +24.2% | 3,298 | +49.4% | 0.01% | +37.5% |
| Q1 2022 | $178,000 | -3.3% | 2,207 | +5.1% | 0.01% | +14.3% |
| Q4 2021 | $184,000 | +65.8% | 2,100 | +53.2% | 0.01% | +75.0% |
| Q3 2021 | $111,000 | +24.7% | 1,371 | +23.8% | 0.00% | +33.3% |
| Q2 2021 | $89,000 | -52.9% | 1,107 | -54.5% | 0.00% | -40.0% |
| Q1 2021 | $189,000 | +101.1% | 2,435 | -3.4% | 0.01% | +25.0% |
| Q4 2020 | $94,000 | +91.8% | 2,522 | +205.7% | 0.00% | +33.3% |
| Q3 2020 | $49,000 | +53.1% | 825 | +38.9% | 0.00% | +50.0% |
| Q2 2020 | $32,000 | +18.5% | 594 | -3.6% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | -20.6% | 616 | +0.2% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | +6.2% | 615 | -2.7% | 0.00% | 0.0% |
| Q3 2019 | $32,000 | +166.7% | 632 | +152.8% | 0.00% | +100.0% |
| Q2 2019 | $12,000 | – | 250 | – | 0.00% | – |
Download | ||||||
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% |