Wealthsimple US, Ltd. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealthsimple US, Ltd. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2021$24,415,000
+2.9%
331,046
-2.1%
14.46%
+11.4%
Q4 2020$23,723,000
+16.8%
338,080
+2.9%
12.98%
-4.1%
Q3 2020$20,309,000
+18.3%
328,570
+7.9%
13.53%
+3.6%
Q2 2020$17,173,000
+27.9%
304,539
+3.9%
13.06%
+10.9%
Q1 2020$13,422,000293,12111.78%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders