VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 295 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,740,792 | -4.8% | 368,795 | -0.8% | 33.10% | +0.2% |
| Q2 2023 | $29,133,384 | +27.8% | 371,836 | +16.9% | 33.05% | +8.4% |
| Q1 2023 | $22,803,811 | +8.0% | 318,000 | -0.8% | 30.48% | +1.6% |
| Q4 2022 | $21,108,883 | +5.0% | 320,511 | +0.3% | 30.01% | +2.8% |
| Q3 2022 | $20,108,000 | +3.4% | 319,631 | +9.1% | 29.20% | +10.5% |
| Q2 2022 | $19,453,000 | -6.0% | 292,973 | +14.8% | 26.43% | +37.4% |
| Q1 2022 | $20,694,000 | +1.7% | 255,233 | +10.2% | 19.24% | +10.8% |
| Q4 2021 | $20,351,000 | +10.8% | 231,549 | +1.0% | 17.36% | +6.5% |
| Q3 2021 | $18,362,000 | +0.1% | 229,347 | +0.0% | 16.30% | +3.4% |
| Q2 2021 | $18,338,000 | +9.8% | 229,288 | +1.2% | 15.76% | +5.5% |
| Q1 2021 | $16,707,000 | +36.0% | 226,529 | +29.4% | 14.94% | +28.5% |
| Q4 2020 | $12,281,000 | – | 175,018 | – | 11.63% | – |
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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% |