VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 424 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $301,959 | +9.2% | 4,211 | +0.3% | 0.08% | +7.0% |
| Q4 2022 | $276,559 | +5.2% | 4,199 | +0.5% | 0.07% | -4.1% |
| Q3 2022 | $263,000 | -5.1% | 4,179 | +0.3% | 0.07% | 0.0% |
| Q2 2022 | $277,000 | -17.8% | 4,165 | +0.3% | 0.07% | -5.1% |
| Q1 2022 | $337,000 | -7.4% | 4,152 | +0.2% | 0.08% | -11.4% |
| Q4 2021 | $364,000 | +10.0% | 4,143 | +0.3% | 0.09% | -4.3% |
| Q3 2021 | $331,000 | +0.6% | 4,130 | +0.3% | 0.09% | -1.1% |
| Q2 2021 | $329,000 | +8.6% | 4,118 | +0.2% | 0.09% | -7.9% |
| Q1 2021 | $303,000 | +5.2% | 4,109 | +0.2% | 0.10% | -3.8% |
| Q4 2020 | $288,000 | +13.8% | 4,100 | +0.3% | 0.10% | -3.7% |
| Q3 2020 | $253,000 | +10.0% | 4,086 | +0.3% | 0.11% | +2.8% |
| Q2 2020 | $230,000 | – | 4,073 | – | 0.11% | – |
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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% |