VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,830 | -3.7% | 3,042 | +0.3% | 0.06% | +5.3% |
| Q2 2023 | $237,535 | +9.6% | 3,032 | +0.3% | 0.06% | +1.8% |
| Q1 2023 | $216,815 | -10.4% | 3,023 | +1.4% | 0.06% | -11.1% |
| Q1 2022 | $242,000 | -7.3% | 2,981 | +0.2% | 0.06% | -6.0% |
| Q4 2021 | $261,000 | +10.1% | 2,975 | +0.3% | 0.07% | -5.6% |
| Q3 2021 | $237,000 | -3.3% | 2,966 | -3.3% | 0.07% | 0.0% |
| Q2 2021 | $245,000 | -2.0% | 3,066 | -9.5% | 0.07% | -18.4% |
| Q1 2021 | $250,000 | – | 3,388 | – | 0.09% | – |
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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% |