VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,951 | +7.1% | 3,868 | +11.5% | 0.20% | +11.5% |
| Q2 2023 | $271,718 | +31.2% | 3,468 | +20.1% | 0.18% | +23.0% |
| Q1 2023 | $207,098 | -13.7% | 2,888 | -20.7% | 0.15% | -20.4% |
| Q4 2022 | $239,928 | +4.8% | 3,643 | 0.0% | 0.19% | -0.5% |
| Q3 2022 | $229,000 | -41.4% | 3,643 | -38.2% | 0.19% | -43.7% |
| Q2 2022 | $391,000 | -28.0% | 5,893 | -12.0% | 0.33% | -2.4% |
| Q1 2022 | $543,000 | +3.4% | 6,693 | +12.1% | 0.34% | -9.8% |
| Q4 2021 | $525,000 | – | 5,968 | – | 0.38% | – |
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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% |