VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 400 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $262,439 | +4.0% | 2,717 | +0.3% | 0.06% | +1.8% |
Q1 2024 | $252,335 | +5.5% | 2,708 | -3.7% | 0.06% | -3.4% |
Q4 2023 | $239,125 | +2.1% | 2,812 | -9.6% | 0.06% | -4.9% |
Q3 2023 | $234,118 | -25.1% | 3,112 | -22.0% | 0.06% | -25.6% |
Q2 2023 | $312,598 | -2.7% | 3,990 | -10.9% | 0.08% | -8.9% |
Q1 2023 | $321,185 | +9.2% | 4,479 | +0.3% | 0.09% | +4.7% |
Q4 2022 | $294,168 | – | 4,467 | – | 0.09% | – |
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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% |