VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 119 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $200,000 | -79.8% | 2,503 | -81.4% | 0.10% | -80.7% |
| Q1 2021 | $991,000 | -39.9% | 13,437 | -42.9% | 0.54% | -51.7% |
| Q4 2020 | $1,649,000 | -9.2% | 23,513 | -27.1% | 1.12% | -27.0% |
| Q3 2020 | $1,817,000 | 0.0% | 32,235 | 0.0% | 1.53% | -0.1% |
| Q2 2020 | $1,817,000 | +27.7% | 32,235 | +3.7% | 1.53% | +12.6% |
| Q1 2020 | $1,423,000 | +17.4% | 31,077 | +45.1% | 1.36% | +11.9% |
| Q4 2019 | $1,212,000 | – | 21,425 | – | 1.21% | – |
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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% |