VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,096,558 | -1.4% | 506,468 | +2.7% | 14.81% | +1.1% |
| Q2 2023 | $38,634,166 | +12.9% | 493,097 | +3.3% | 14.66% | +2.7% |
| Q1 2023 | $34,232,525 | +9.1% | 477,375 | +0.2% | 14.28% | -4.8% |
| Q4 2022 | $31,377,852 | -2.9% | 476,433 | -7.2% | 14.99% | -4.6% |
| Q3 2022 | $32,313,000 | +4.8% | 513,645 | +10.6% | 15.71% | +11.1% |
| Q2 2022 | $30,823,000 | +65.0% | 464,356 | +101.6% | 14.15% | +91.2% |
| Q1 2022 | $18,677,000 | -2.8% | 230,354 | +5.4% | 7.40% | +1.1% |
| Q4 2021 | $19,217,000 | +18.6% | 218,649 | +8.1% | 7.32% | +8.5% |
| Q3 2021 | $16,197,000 | +18.0% | 202,311 | +17.9% | 6.74% | +16.7% |
| Q2 2021 | $13,728,000 | – | 171,637 | – | 5.78% | – |
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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% |