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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,094 | -7.7% | 9,972 | -3.9% | 0.32% | -6.9% |
| Q2 2023 | $812,646 | +7.4% | 10,372 | -1.7% | 0.35% | +2.0% |
| Q1 2023 | $756,756 | +8.6% | 10,553 | -0.3% | 0.34% | +3.0% |
| Q4 2022 | $697,062 | +12.4% | 10,584 | +7.3% | 0.33% | +0.9% |
| Q3 2022 | $620,000 | -0.8% | 9,861 | +4.7% | 0.33% | +3.1% |
| Q2 2022 | $625,000 | -17.4% | 9,415 | +0.8% | 0.32% | -7.3% |
| Q1 2022 | $757,000 | +8.0% | 9,340 | +17.1% | 0.34% | +11.3% |
| Q4 2021 | $701,000 | +2.5% | 7,974 | 0.0% | 0.31% | -0.3% |
| Q3 2021 | $684,000 | +47.4% | 7,974 | +37.5% | 0.31% | +31.4% |
| Q2 2021 | $464,000 | +4.7% | 5,798 | -3.5% | 0.24% | -2.1% |
| Q1 2021 | $443,000 | +45.2% | 6,010 | +38.4% | 0.24% | +31.7% |
| Q4 2020 | $305,000 | – | 4,343 | – | 0.18% | – |
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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% |