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 | $643,131 | -4.1% | 8,550 | -0.1% | 0.31% | -7.9% |
| Q2 2023 | $670,284 | +7.6% | 8,555 | -1.6% | 0.34% | -4.2% |
| Q1 2023 | $623,202 | +8.9% | 8,691 | 0.0% | 0.36% | +0.9% |
| Q4 2022 | $572,362 | +4.7% | 8,691 | 0.0% | 0.35% | -9.5% |
| Q3 2022 | $546,725 | -5.3% | 8,691 | -0.0% | 0.39% | -3.0% |
| Q2 2022 | $577,254 | -15.5% | 8,694 | +3.2% | 0.40% | -14.1% |
| Q1 2022 | $682,860 | +15.8% | 8,422 | +25.5% | 0.47% | +11.2% |
| Q4 2021 | $589,923 | – | 6,712 | – | 0.42% | – |
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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% |