VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 413 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,661,995 | +3.7% | 37,901 | 0.0% | 0.90% | +0.9% |
Q1 2024 | $3,531,994 | +9.6% | 37,901 | 0.0% | 0.89% | -0.1% |
Q4 2023 | $3,223,859 | +60.3% | 37,901 | +41.8% | 0.89% | +41.1% |
Q3 2023 | $2,011,157 | -4.0% | 26,737 | 0.0% | 0.63% | +0.5% |
Q2 2023 | $2,094,844 | +9.3% | 26,737 | 0.0% | 0.63% | +1.0% |
Q1 2023 | $1,917,310 | +8.9% | 26,737 | 0.0% | 0.62% | +3.3% |
Q4 2022 | $1,760,899 | -37.9% | 26,737 | -40.7% | 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% |