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 | $147 | -8.1% | 1,950 | -4.5% | 0.11% | -9.0% |
| Q2 2023 | $160 | +2.6% | 2,041 | -6.4% | 0.12% | -10.3% |
| Q1 2023 | $156 | -41.8% | 2,180 | -46.3% | 0.14% | +24.8% |
| Q4 2022 | $268 | -99.8% | 4,058 | +100.1% | 0.11% | -3.5% |
| Q3 2022 | $128,000 | -0.8% | 2,028 | +4.3% | 0.11% | +10.8% |
| Q2 2022 | $129,000 | -21.8% | 1,945 | -4.6% | 0.10% | -7.3% |
| Q1 2022 | $165,000 | -21.1% | 2,039 | -14.3% | 0.11% | -62.5% |
| Q4 2021 | $209,000 | – | 2,379 | – | 0.29% | – |
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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% |