VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,478 | -4.0% | 3,875 | 0.0% | 0.19% | +1.1% |
| Q2 2023 | $303,606 | +9.3% | 3,875 | 0.0% | 0.18% | +3.4% |
| Q1 2023 | $277,876 | -38.6% | 3,875 | -43.6% | 0.18% | -40.5% |
| Q4 2022 | $452,458 | +4.7% | 6,870 | 0.0% | 0.30% | -0.3% |
| Q3 2022 | $432,000 | -5.3% | 6,870 | 0.0% | 0.30% | -2.6% |
| Q2 2022 | $456,000 | -18.1% | 6,870 | 0.0% | 0.31% | -0.6% |
| Q1 2022 | $557,000 | +1.6% | 6,870 | 0.0% | 0.31% | +8.7% |
| Q4 2021 | $548,000 | -6.5% | 6,870 | +2.0% | 0.29% | 0.0% |
| Q3 2021 | $586,000 | +7.5% | 6,735 | +0.7% | 0.29% | -0.7% |
| Q2 2021 | $545,000 | -9.5% | 6,685 | -14.7% | 0.29% | -17.9% |
| Q1 2021 | $602,000 | +66.3% | 7,835 | +51.8% | 0.35% | +53.7% |
| Q4 2020 | $362,000 | – | 5,160 | – | 0.23% | – |
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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% |