VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,360 | -4.6% | 3,608 | -0.6% | 0.17% | -3.5% |
| Q2 2023 | $284,346 | +9.6% | 3,629 | +0.3% | 0.17% | +7.5% |
| Q1 2023 | $259,545 | +9.2% | 3,619 | +0.3% | 0.16% | +2.6% |
| Q4 2022 | $237,717 | +5.2% | 3,609 | +0.5% | 0.16% | -2.5% |
| Q3 2022 | $226,000 | +1.8% | 3,592 | +7.2% | 0.16% | +3.9% |
| Q2 2022 | $222,000 | -18.1% | 3,350 | +0.3% | 0.15% | -9.4% |
| Q1 2022 | $271,000 | -7.5% | 3,340 | +0.2% | 0.17% | -6.6% |
| Q4 2021 | $293,000 | +10.2% | 3,332 | +0.3% | 0.18% | +4.6% |
| Q3 2021 | $266,000 | +3.5% | 3,322 | +3.3% | 0.17% | +0.6% |
| Q2 2021 | $257,000 | -10.1% | 3,217 | -17.2% | 0.17% | -15.2% |
| Q1 2021 | $286,000 | +5.1% | 3,884 | +0.2% | 0.20% | +2.5% |
| Q4 2020 | $272,000 | +13.8% | 3,876 | +0.3% | 0.20% | -1.0% |
| Q3 2020 | $239,000 | – | 3,863 | – | 0.20% | – |
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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% |