VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 464 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $845,715 | -0.4% | 8,753 | -4.0% | 0.52% | -1.0% |
Q1 2024 | $849,334 | +9.4% | 9,114 | -0.1% | 0.53% | +5.0% |
Q4 2023 | $776,258 | +13.1% | 9,126 | 0.0% | 0.50% | +1.4% |
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% |