VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,916 | -89.7% | 4,320 | -89.3% | 0.05% | -89.7% |
| Q2 2023 | $3,160,861 | -77.4% | 40,343 | -79.4% | 0.50% | -78.3% |
| Q1 2023 | $14,015,750 | +3.0% | 195,450 | -5.4% | 2.28% | -1.1% |
| Q4 2022 | $13,613,125 | -2.3% | 206,698 | -6.7% | 2.31% | -4.2% |
| Q3 2022 | $13,940,000 | -7.7% | 221,592 | -2.6% | 2.41% | -40.0% |
| Q2 2022 | $15,102,000 | -19.6% | 227,441 | -1.8% | 4.01% | +53.7% |
| Q1 2022 | $18,786,000 | – | 231,694 | – | 2.61% | – |
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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% |