VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,022,869 | -5.6% | 13,598 | -1.7% | 0.90% | +1.9% |
| Q2 2023 | $1,083,709 | +8.4% | 13,832 | -0.7% | 0.88% | +4.7% |
| Q1 2023 | $999,296 | +2.7% | 13,935 | -5.7% | 0.84% | -0.1% |
| Q4 2022 | $973,029 | +13.8% | 14,774 | +8.8% | 0.84% | +1.3% |
| Q3 2022 | $855,000 | -11.9% | 13,584 | -7.1% | 0.83% | +1.3% |
| Q2 2022 | $971,000 | -19.6% | 14,622 | -1.8% | 0.82% | -27.3% |
| Q1 2022 | $1,207,000 | -11.4% | 14,886 | -4.0% | 1.13% | -1.4% |
| Q4 2021 | $1,363,000 | -27.8% | 15,511 | -34.2% | 1.15% | -26.3% |
| Q3 2021 | $1,889,000 | +8.6% | 23,590 | +8.5% | 1.56% | +0.1% |
| Q2 2021 | $1,739,000 | +55.3% | 21,746 | +43.2% | 1.56% | +34.5% |
| Q1 2021 | $1,120,000 | – | 15,189 | – | 1.16% | – |
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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% |