VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $616,654 | -4.0% | 8,198 | 0.0% | 0.20% | -1.0% |
| Q2 2023 | $642,313 | -7.8% | 8,198 | -15.6% | 0.20% | +29.6% |
| Q1 2023 | $696,592 | +8.9% | 9,714 | 0.0% | 0.15% | -10.6% |
| Q4 2022 | $639,764 | +4.7% | 9,714 | 0.0% | 0.17% | -9.6% |
| Q3 2022 | $611,000 | -1.6% | 9,714 | +3.8% | 0.19% | +2.7% |
| Q2 2022 | $621,000 | -17.4% | 9,360 | +0.9% | 0.18% | -8.5% |
| Q1 2022 | $752,000 | -7.7% | 9,274 | 0.0% | 0.20% | -4.8% |
| Q4 2021 | $815,000 | – | 9,274 | – | 0.21% | – |
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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% |