VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,088 | -4.0% | 400 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $31,340 | -34.2% | 400 | -39.8% | 0.02% | -36.8% |
| Q1 2023 | $47,615 | +173.9% | 664 | +151.5% | 0.04% | +171.4% |
| Q4 2022 | $17,387 | -51.7% | 264 | -53.6% | 0.01% | -60.0% |
| Q3 2022 | $36,000 | -23.4% | 569 | -20.3% | 0.04% | -16.7% |
| Q2 2022 | $47,000 | -9.6% | 714 | +11.4% | 0.04% | -2.3% |
| Q1 2022 | $52,000 | +44.4% | 641 | +56.0% | 0.04% | +48.3% |
| Q4 2021 | $36,000 | -20.0% | 411 | -27.6% | 0.03% | -23.7% |
| Q3 2021 | $45,000 | 0.0% | 568 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $45,000 | +45.2% | 568 | +35.9% | 0.04% | +35.7% |
| Q1 2021 | $31,000 | +6.9% | 418 | 0.0% | 0.03% | +12.0% |
| Q4 2020 | $29,000 | – | 418 | – | 0.02% | – |
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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% |