VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,875,852 | -3.8% | 51,527 | +0.2% | 3.45% | +0.7% |
| Q2 2023 | $4,030,181 | +101.3% | 51,438 | +84.2% | 3.43% | +37.9% |
| Q1 2023 | $2,002,474 | +36.0% | 27,925 | +24.9% | 2.49% | +21.5% |
| Q4 2022 | $1,472,656 | +5.2% | 22,360 | +0.5% | 2.05% | -10.9% |
| Q3 2022 | $1,400,000 | +1.8% | 22,254 | +7.5% | 2.30% | +74.8% |
| Q2 2022 | $1,375,000 | -17.9% | 20,708 | +0.3% | 1.32% | -6.9% |
| Q1 2022 | $1,674,000 | -7.1% | 20,645 | +0.7% | 1.41% | -16.7% |
| Q4 2021 | $1,802,000 | – | 20,504 | – | 1.70% | – |
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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% |