VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $197,754 | +208.0% | 2,629 | +221.0% | 0.00% | – |
| Q2 2023 | $64,196 | -58.3% | 819 | -61.8% | 0.00% | – |
| Q1 2023 | $153,898 | +130.2% | 2,146 | +111.4% | 0.00% | – |
| Q4 2022 | $66,868 | +36.5% | 1,015 | +31.6% | 0.00% | – |
| Q3 2022 | $49,000 | -81.2% | 771 | -80.4% | 0.00% | – |
| Q2 2022 | $261,000 | +82.5% | 3,930 | +122.7% | 0.00% | – |
| Q1 2022 | $143,000 | -35.3% | 1,765 | -29.7% | 0.00% | – |
| Q4 2021 | $221,000 | +10.0% | 2,511 | -0.1% | 0.00% | – |
| Q3 2021 | $201,000 | +3.1% | 2,513 | +3.3% | 0.00% | – |
| Q2 2021 | $195,000 | +314.9% | 2,433 | +281.9% | 0.00% | – |
| Q1 2021 | $47,000 | 0.0% | 637 | -5.6% | 0.00% | – |
| Q4 2020 | $47,000 | +683.3% | 675 | +575.0% | 0.00% | – |
| Q3 2020 | $6,000 | – | 100 | +9900.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | – | 0.00% | – |
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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% |