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 | $9,282,744 | +14.2% | 123,408 | +18.9% | 2.16% | +16.5% |
| Q2 2023 | $8,129,858 | +12.9% | 103,763 | +3.3% | 1.86% | +6.1% |
| Q1 2023 | $7,200,022 | +14.0% | 100,405 | +4.7% | 1.75% | +8.8% |
| Q4 2022 | $6,317,495 | +17.8% | 95,923 | +12.5% | 1.61% | +17.6% |
| Q3 2022 | $5,363,000 | -6.3% | 85,260 | -1.1% | 1.37% | -1.2% |
| Q2 2022 | $5,724,000 | -12.7% | 86,200 | +11.6% | 1.38% | -4.6% |
| Q1 2022 | $6,558,000 | +16.2% | 77,222 | +20.2% | 1.45% | +7.6% |
| Q4 2021 | $5,646,000 | +28.4% | 64,240 | +17.0% | 1.35% | +29.9% |
| Q3 2021 | $4,396,000 | +10.5% | 54,905 | +10.4% | 1.04% | +7.0% |
| Q2 2021 | $3,979,000 | +15.9% | 49,752 | +6.9% | 0.97% | +10.9% |
| Q1 2021 | $3,432,000 | +142.2% | 46,531 | +130.5% | 0.87% | +118.0% |
| Q4 2020 | $1,417,000 | – | 20,189 | – | 0.40% | – |
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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% |