VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,011 | -4.0% | 26,737 | 0.0% | 0.63% | +0.5% |
| Q2 2023 | $2,095 | +9.3% | 26,737 | 0.0% | 0.63% | +1.0% |
| Q1 2023 | $1,917 | -45.6% | 26,737 | -50.0% | 0.62% | +3.3% |
| Q4 2022 | $3,522 | -99.9% | 53,474 | +18.6% | 0.60% | -42.7% |
| Q3 2022 | $2,837,000 | -5.2% | 45,094 | 0.0% | 1.05% | +0.4% |
| Q2 2022 | $2,994,000 | -18.1% | 45,094 | 0.0% | 1.05% | -12.7% |
| Q1 2022 | $3,656,000 | -7.7% | 45,094 | 0.0% | 1.20% | -9.4% |
| Q4 2021 | $3,963,000 | +9.8% | 45,094 | 0.0% | 1.33% | +0.2% |
| Q3 2021 | $3,610,000 | +0.1% | 45,094 | 0.0% | 1.32% | -3.4% |
| Q2 2021 | $3,606,000 | +339.2% | 45,094 | +305.2% | 1.37% | +281.6% |
| Q1 2021 | $821,000 | – | 11,128 | – | 0.36% | – |
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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% |