VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293 | +9.7% | 3,914 | +14.5% | 0.11% | +20.7% |
| Q2 2023 | $267 | +99.3% | 3,418 | +81.8% | 0.09% | +84.0% |
| Q1 2023 | $134 | +35.4% | 1,880 | +24.4% | 0.05% | +28.2% |
| Q4 2022 | $99 | -99.9% | 1,511 | +5.4% | 0.04% | -4.9% |
| Q3 2022 | $90,000 | +3.4% | 1,433 | +9.3% | 0.04% | -22.6% |
| Q2 2022 | $87,000 | – | 1,311 | – | 0.05% | – |
Download | ||||||
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% |