VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,923 | -4.0% | 1,807 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $141,579 | +7.8% | 1,807 | -1.4% | 0.04% | 0.0% |
| Q1 2023 | $131,343 | +14.4% | 1,832 | +5.1% | 0.04% | +8.1% |
| Q4 2022 | $114,794 | -90.2% | 1,743 | -90.7% | 0.04% | -91.4% |
| Q3 2022 | $1,174,000 | +912.1% | 18,659 | +970.5% | 0.43% | +926.2% |
| Q2 2022 | $116,000 | -83.4% | 1,743 | -79.8% | 0.04% | -81.6% |
| Q1 2022 | $700,000 | -67.5% | 8,638 | -64.8% | 0.23% | -66.0% |
| Q4 2021 | $2,157,000 | +55.6% | 24,537 | +41.8% | 0.67% | +45.7% |
| Q3 2021 | $1,386,000 | +113.9% | 17,310 | +113.6% | 0.46% | +112.0% |
| Q2 2021 | $648,000 | +628.1% | 8,105 | +569.8% | 0.22% | +557.6% |
| Q1 2021 | $89,000 | +4.7% | 1,210 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $85,000 | – | 1,210 | – | 0.03% | – |
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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% |