VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,072 | +21.9% | 27,569 | +27.1% | 1.81% | +28.4% |
| Q2 2023 | $1,700 | +25.2% | 21,699 | +13.7% | 1.41% | +13.8% |
| Q1 2023 | $1,358 | +10.0% | 19,078 | +1.8% | 1.24% | +5.3% |
| Q4 2022 | $1,234 | -99.9% | 18,746 | +25.8% | 1.17% | +25.6% |
| Q3 2022 | $937,000 | +49.2% | 14,905 | +57.2% | 0.93% | -53.6% |
| Q2 2022 | $628,000 | -47.5% | 9,483 | -35.8% | 2.01% | +132.2% |
| Q1 2022 | $1,196,000 | -8.3% | 14,779 | -0.4% | 0.87% | -2.7% |
| Q4 2021 | $1,304,000 | +16.5% | 14,832 | +6.1% | 0.89% | +2.1% |
| Q3 2021 | $1,119,000 | -2.2% | 13,983 | -2.3% | 0.87% | -6.0% |
| Q2 2021 | $1,144,000 | +9.1% | 14,308 | +0.6% | 0.93% | -1.1% |
| Q1 2021 | $1,049,000 | +6.6% | 14,224 | +1.4% | 0.94% | -0.8% |
| Q4 2020 | $984,000 | – | 14,024 | – | 0.95% | – |
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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% |