VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,077 | -13.3% | 27,606 | -9.7% | 1.62% | -5.5% |
| Q2 2023 | $2,396 | -20.3% | 30,578 | -27.0% | 1.71% | -14.0% |
| Q1 2023 | $3,005 | -99.9% | 41,902 | -37.2% | 1.99% | -29.8% |
| Q4 2022 | $4,394,508 | +203.9% | 66,725 | +190.2% | 2.83% | +166.3% |
| Q3 2022 | $1,446,000 | -5.3% | 22,991 | 0.0% | 1.06% | -0.9% |
| Q2 2022 | $1,527,000 | -22.0% | 22,991 | -4.7% | 1.07% | -18.7% |
| Q1 2022 | $1,957,000 | -36.0% | 24,135 | -30.7% | 1.32% | -43.0% |
| Q4 2021 | $3,060,000 | +9.0% | 34,816 | -0.7% | 2.32% | +2.3% |
| Q3 2021 | $2,807,000 | +1.2% | 35,063 | +1.0% | 2.27% | -6.3% |
| Q2 2021 | $2,775,000 | +13.8% | 34,699 | +4.9% | 2.42% | +8.4% |
| Q1 2021 | $2,439,000 | +12.1% | 33,069 | +6.6% | 2.23% | +5.1% |
| Q4 2020 | $2,176,000 | – | 31,010 | – | 2.12% | – |
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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% |