VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,826,712 | -2.9% | 37,579 | +1.1% | 1.15% | -0.5% |
| Q2 2023 | $2,911,174 | +13.4% | 37,156 | +3.8% | 1.15% | -25.4% |
| Q1 2023 | $2,566,758 | +21.9% | 35,794 | +11.9% | 1.55% | +10.7% |
| Q4 2022 | $2,105,808 | +31.1% | 31,974 | +25.2% | 1.40% | -3.1% |
| Q3 2022 | $1,606,407 | -13.7% | 25,535 | -8.9% | 1.44% | -4.8% |
| Q2 2022 | $1,862,122 | +23.1% | 28,044 | +50.3% | 1.52% | +22.5% |
| Q1 2022 | $1,513,034 | +16.8% | 18,661 | +26.6% | 1.24% | +15.3% |
| Q4 2021 | $1,295,762 | – | 14,743 | – | 1.07% | – |
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% |