VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,480 | -4.0% | 5,590 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $437,977 | +20.9% | 5,590 | +10.7% | 0.10% | +15.7% |
| Q1 2023 | $362,136 | +20.8% | 5,050 | +11.0% | 0.08% | +16.9% |
| Q4 2022 | $299,663 | +22.3% | 4,550 | +16.7% | 0.07% | +18.3% |
| Q3 2022 | $245,000 | +10.4% | 3,900 | +16.4% | 0.06% | +17.6% |
| Q2 2022 | $222,000 | -18.4% | 3,350 | 0.0% | 0.05% | -3.8% |
| Q1 2022 | $272,000 | -20.7% | 3,350 | -14.1% | 0.05% | -17.2% |
| Q4 2021 | $343,000 | -17.5% | 3,900 | -25.0% | 0.06% | -22.0% |
| Q3 2021 | $416,000 | 0.0% | 5,200 | 0.0% | 0.08% | +3.8% |
| Q2 2021 | $416,000 | – | 5,200 | – | 0.08% | – |
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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% |