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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $686,458 | -4.0% | 9,126 | 0.0% | 0.49% | -2.2% |
| Q2 2023 | $715,022 | +9.3% | 9,126 | 0.0% | 0.50% | +1.2% |
| Q1 2023 | $654,425 | +23.2% | 9,126 | +13.2% | 0.50% | +4.6% |
| Q4 2022 | $531,161 | -99.9% | 8,065 | +42.0% | 0.48% | +25.9% |
| Q3 2022 | $357,329,000 | -1.2% | 5,680 | +4.3% | 0.38% | -4.1% |
| Q2 2022 | $361,747,000 | +108532.7% | 5,448 | +32.7% | 0.40% | +16.9% |
| Q1 2022 | $333,000 | +29.1% | 4,105 | +39.6% | 0.34% | +35.7% |
| Q4 2021 | $258,000 | – | 2,940 | – | 0.25% | – |
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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% |