VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,036,671 | -4.7% | 94,265 | 0.0% | 0.65% | +2.7% |
| Q2 2023 | $7,385,663 | +9.3% | 94,265 | 0.0% | 0.63% | +6.4% |
| Q1 2023 | $6,759,743 | +28.3% | 94,265 | +17.8% | 0.59% | -71.2% |
| Q4 2022 | $5,268,800 | +4.7% | 80,000 | 0.0% | 2.05% | -59.5% |
| Q3 2022 | $5,033,000 | +83783.3% | 80,000 | +111011.1% | 5.06% | +505500.0% |
| Q3 2021 | $6,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 72 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | – | 72 | – | 0.00% | – |
Download | ||||||
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% |