VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 400 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $976,345 | -13.8% | 10,105 | -16.9% | 0.09% | -13.2% |
Q1 2024 | $1,132,724 | +4.2% | 12,155 | -4.9% | 0.11% | -2.8% |
Q4 2023 | $1,087,492 | +15.1% | 12,785 | +1.8% | 0.11% | +2.8% |
Q3 2023 | $945,139 | -3.3% | 12,565 | +0.7% | 0.11% | +1.9% |
Q2 2023 | $977,808 | +10.3% | 12,480 | +1.0% | 0.10% | 0.0% |
Q1 2023 | $886,192 | +9.6% | 12,358 | +0.7% | 0.10% | +4.0% |
Q4 2022 | $808,497 | +81.3% | 12,276 | +73.2% | 0.10% | +33.3% |
Q3 2022 | $446,000 | +240.5% | 7,087 | +257.9% | 0.08% | +240.9% |
Q2 2022 | $131,000 | – | 1,980 | – | 0.02% | – |
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% |