VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,853,797 | -6.6% | 24,645 | -2.7% | 0.97% | -2.7% |
| Q2 2023 | $1,984,997 | +9.7% | 25,335 | +0.4% | 1.00% | +5.8% |
| Q1 2023 | $1,810,032 | +45.1% | 25,241 | +33.2% | 0.94% | +35.1% |
| Q4 2022 | $1,247,784 | +0.1% | 18,946 | +4.2% | 0.70% | +1.5% |
| Q3 2022 | $1,247,000 | -2.4% | 18,190 | -5.5% | 0.69% | -6.9% |
| Q2 2022 | $1,278,000 | -17.9% | 19,244 | +0.2% | 0.74% | +13.5% |
| Q1 2022 | $1,557,000 | -1.4% | 19,204 | +6.9% | 0.65% | +1.2% |
| Q4 2021 | $1,579,000 | – | 17,960 | – | 0.64% | – |
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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% |