VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,119,923 | +14.2% | 13,166 | +1.0% | 0.58% | +0.2% |
| Q3 2023 | $980,800 | -2.1% | 13,039 | +2.0% | 0.58% | -16.6% |
| Q2 2023 | $1,001,717 | +9.6% | 12,785 | +0.3% | 0.70% | +0.9% |
| Q1 2023 | $914,350 | +9.2% | 12,751 | +0.3% | 0.69% | 0.0% |
| Q4 2022 | $837,438 | +33.4% | 12,715 | +27.3% | 0.69% | +19.5% |
| Q3 2022 | $628,000 | -5.0% | 9,990 | +0.4% | 0.58% | -4.3% |
| Q2 2022 | $661,000 | -43.8% | 9,955 | -31.4% | 0.61% | -29.8% |
| Q1 2022 | $1,176,000 | -6.2% | 14,511 | +1.7% | 0.86% | -8.2% |
| Q4 2021 | $1,254,000 | – | 14,267 | – | 0.94% | – |
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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% |