VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $237,165 | +9.3% | 3,027 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $217,066 | +8.0% | 3,027 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $201,000 | -18.0% | 3,027 | 0.0% | 0.10% | -9.6% |
| Q1 2022 | $245,000 | -8.2% | 3,027 | 0.0% | 0.12% | -7.3% |
| Q4 2021 | $267,000 | +10.3% | 3,027 | 0.0% | 0.12% | +0.8% |
| Q3 2021 | $242,000 | 0.0% | 3,027 | 0.0% | 0.12% | -9.6% |
| Q2 2021 | $242,000 | +11.0% | 3,027 | +2.5% | 0.14% | 0.0% |
| Q1 2021 | $218,000 | +5.3% | 2,953 | 0.0% | 0.14% | -6.8% |
| Q4 2020 | $207,000 | – | 2,953 | – | 0.15% | – |
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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% |