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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $239,614 | +13.6% | 2,817 | +0.5% | 0.18% | -2.7% |
| Q3 2023 | $210,842 | -29.3% | 2,803 | -26.4% | 0.18% | -24.2% |
| Q2 2023 | $298,278 | -22.4% | 3,807 | -29.3% | 0.24% | -30.7% |
| Q1 2023 | $384,544 | +53.9% | 5,388 | +42.1% | 0.35% | +40.8% |
| Q4 2022 | $249,833 | -75.9% | 3,793 | -77.0% | 0.25% | -78.1% |
| Q3 2022 | $1,035,000 | -18.3% | 16,460 | -13.7% | 1.14% | -11.7% |
| Q2 2022 | $1,267,000 | +20.2% | 19,076 | +46.8% | 1.30% | +51.4% |
| Q1 2022 | $1,054,000 | +22.0% | 12,996 | +32.2% | 0.86% | +43.4% |
| Q4 2021 | $864,000 | +3.5% | 9,833 | +1.3% | 0.60% | -1.8% |
| Q3 2021 | $835,000 | +3.3% | 9,703 | -2.8% | 0.61% | -4.1% |
| Q2 2021 | $808,000 | – | 9,986 | – | 0.63% | – |
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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% |