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 | $10,090,593 | +0.0% | 134,148 | +4.2% | 1.80% | -1.6% |
| Q2 2023 | $10,088,435 | +11.0% | 128,761 | +1.6% | 1.82% | +4.6% |
| Q1 2023 | $9,089,370 | +11.4% | 126,752 | +2.3% | 1.74% | +3.7% |
| Q4 2022 | $8,158,295 | +10.0% | 123,873 | +5.1% | 1.68% | -3.3% |
| Q3 2022 | $7,417,000 | -4.3% | 117,893 | +1.0% | 1.74% | -3.9% |
| Q2 2022 | $7,750,000 | -12.1% | 116,724 | +7.3% | 1.81% | -3.3% |
| Q1 2022 | $8,821,000 | -2.5% | 108,788 | +5.7% | 1.87% | -1.6% |
| Q4 2021 | $9,050,000 | +23.8% | 102,967 | +12.8% | 1.90% | +6.1% |
| Q3 2021 | $7,311,000 | +21.2% | 91,318 | +21.0% | 1.79% | +14.5% |
| Q2 2021 | $6,034,000 | +100.5% | 75,444 | +84.8% | 1.56% | +76.3% |
| Q1 2021 | $3,010,000 | +38.3% | 40,820 | +31.6% | 0.89% | +21.5% |
| Q4 2020 | $2,177,000 | +54.2% | 31,025 | +35.8% | 0.73% | +45.1% |
| Q3 2020 | $1,412,000 | +81.3% | 22,839 | +65.3% | 0.50% | +62.3% |
| Q2 2020 | $779,000 | +65.0% | 13,814 | +34.1% | 0.31% | +41.6% |
| Q1 2020 | $472,000 | – | 10,305 | – | 0.22% | – |
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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% |