VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,024,471 | -6.1% | 53,503 | -2.2% | 0.53% | -4.5% |
| Q2 2023 | $4,286,928 | +6.6% | 54,715 | -2.4% | 0.56% | 0.0% |
| Q1 2023 | $4,019,756 | +6.7% | 56,056 | -2.0% | 0.56% | -1.1% |
| Q4 2022 | $3,766,291 | +1.5% | 57,186 | -3.0% | 0.56% | -5.1% |
| Q3 2022 | $3,710,000 | -2.7% | 58,976 | +2.7% | 0.59% | +14.2% |
| Q2 2022 | $3,813,000 | -5.1% | 57,418 | +15.9% | 0.52% | +5.9% |
| Q1 2022 | $4,016,000 | +0.2% | 49,535 | +8.7% | 0.49% | +5.4% |
| Q4 2021 | $4,007,000 | +23.4% | 45,586 | +12.4% | 0.47% | +14.5% |
| Q3 2021 | $3,246,000 | -2.4% | 40,541 | -2.5% | 0.41% | -4.7% |
| Q2 2021 | $3,327,000 | +19.2% | 41,596 | +9.9% | 0.43% | +8.9% |
| Q1 2021 | $2,792,000 | +25.1% | 37,858 | +19.0% | 0.39% | +15.6% |
| Q4 2020 | $2,232,000 | – | 31,808 | – | 0.34% | – |
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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% |