VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 165 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,334,520 | -4.6% | 44,330 | -0.6% | 0.31% | +3.7% |
| Q2 2023 | $3,495,445 | +8.3% | 44,613 | -0.9% | 0.30% | +3.9% |
| Q1 2023 | $3,227,821 | +1.3% | 45,012 | +0.1% | 0.28% | +2.5% |
| Q4 2022 | $3,186,205 | +1261.6% | 44,952 | +1584.2% | 0.28% | +1285.0% |
| Q4 2021 | $234,000 | +9.9% | 2,669 | 0.0% | 0.02% | +5.3% |
| Q3 2021 | $213,000 | 0.0% | 2,669 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $213,000 | -2.7% | 2,669 | -10.3% | 0.02% | -9.1% |
| Q1 2021 | $219,000 | -99.9% | 2,975 | 0.0% | 0.02% | +4.8% |
| Q2 2020 | $167,760,000 | – | 2,975 | – | 0.02% | – |
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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% |