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 | $3,070,405 | -11.2% | 40,819 | -7.5% | 2.62% | -10.0% |
| Q2 2023 | $3,456,331 | +9.3% | 44,114 | 0.0% | 2.92% | +6.8% |
| Q1 2023 | $3,163,414 | +1.8% | 44,114 | -6.5% | 2.73% | -1.7% |
| Q4 2022 | $3,106,616 | +9.6% | 47,170 | +4.7% | 2.78% | +3.2% |
| Q3 2022 | $2,834,000 | -5.2% | 45,056 | 0.0% | 2.69% | -0.8% |
| Q2 2022 | $2,991,000 | -18.1% | 45,056 | 0.0% | 2.71% | -10.4% |
| Q1 2022 | $3,653,000 | -12.9% | 45,056 | -5.5% | 3.03% | -13.6% |
| Q4 2021 | $4,193,000 | – | 47,702 | – | 3.50% | – |
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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% |