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 | $16,946,278 | -2.9% | 175,391 | -6.4% | 0.43% | -9.1% |
| Q1 2024 | $17,459,240 | +2.3% | 187,351 | -6.6% | 0.47% | -6.0% |
| Q4 2023 | $17,070,351 | +13.1% | 200,686 | 0.0% | 0.50% | +0.4% |
| Q3 2023 | $15,095,601 | -9.2% | 200,686 | -5.4% | 0.50% | -6.5% |
| Q2 2023 | $16,626,340 | +1.6% | 212,206 | -7.0% | 0.54% | -10.8% |
| Q1 2023 | $16,358,915 | -3.6% | 228,126 | -11.5% | 0.60% | -14.6% |
| Q4 2022 | $16,974,163 | – | 257,731 | – | 0.70% | – |
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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% |