VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 377 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $316,141 | -23.5% | 3,272 | -26.3% | 0.06% | -25.0% |
| Q1 2024 | $413,484 | +9.6% | 4,437 | 0.0% | 0.08% | +1.3% |
| Q4 2023 | $377,411 | +0.1% | 4,437 | -11.4% | 0.08% | -7.1% |
| Q3 2023 | $376,852 | +0.6% | 5,010 | +4.8% | 0.08% | +3.7% |
| Q2 2023 | $374,591 | +34.4% | 4,781 | +23.0% | 0.08% | +12.3% |
| Q1 2023 | $278,737 | -4.5% | 3,887 | -12.3% | 0.07% | +1.4% |
| Q4 2022 | $291,957 | -38.9% | 4,433 | -38.5% | 0.07% | -41.9% |
| Q2 2022 | $478,000 | -29.6% | 7,204 | -14.0% | 0.12% | -22.0% |
| Q1 2022 | $679,000 | +20.2% | 8,379 | +30.3% | 0.16% | +18.7% |
| Q4 2021 | $565,000 | +21.2% | 6,431 | +10.4% | 0.13% | +8.1% |
| Q3 2021 | $466,000 | +53.3% | 5,827 | +53.1% | 0.12% | +51.2% |
| Q2 2021 | $304,000 | +641.5% | 3,806 | +538.6% | 0.08% | +485.7% |
| Q4 2020 | $41,000 | – | 596 | – | 0.01% | – |
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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% |