VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 165 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,120,978 | -5.9% | 28,197 | -2.0% | 0.18% | +1.7% |
| Q2 2023 | $2,253,503 | +1.2% | 28,762 | -7.3% | 0.17% | -1.7% |
| Q1 2023 | $2,225,950 | +8.3% | 31,041 | -0.5% | 0.18% | +8.0% |
| Q4 2022 | $2,055,293 | +2.6% | 31,207 | -2.0% | 0.16% | -3.0% |
| Q3 2022 | $2,003,000 | -35.4% | 31,841 | -31.8% | 0.17% | -27.7% |
| Q2 2022 | $3,102,000 | -16.5% | 46,717 | +1.9% | 0.23% | -3.3% |
| Q1 2022 | $3,716,000 | -5.9% | 45,832 | +2.1% | 0.24% | -2.0% |
| Q4 2021 | $3,947,000 | +17.4% | 44,910 | +6.9% | 0.24% | +13.5% |
| Q3 2021 | $3,363,000 | -11.6% | 42,005 | -11.7% | 0.22% | -11.9% |
| Q2 2021 | $3,806,000 | -20.9% | 47,593 | -27.1% | 0.24% | -32.0% |
| Q1 2021 | $4,813,000 | -7.2% | 65,264 | -11.7% | 0.36% | -6.8% |
| Q4 2020 | $5,186,000 | +6.7% | 73,902 | -6.0% | 0.38% | -7.0% |
| Q3 2020 | $4,859,000 | -4.0% | 78,606 | -12.5% | 0.41% | -11.2% |
| Q2 2020 | $5,064,000 | +8.1% | 89,806 | -12.3% | 0.47% | -9.5% |
| Q1 2020 | $4,686,000 | +11.4% | 102,352 | +37.6% | 0.52% | +25.3% |
| Q4 2019 | $4,207,000 | +20.8% | 74,358 | +10.8% | 0.41% | +12.0% |
| Q3 2019 | $3,484,000 | +2.6% | 67,106 | +1.1% | 0.37% | +1.9% |
| Q2 2019 | $3,395,000 | +28.5% | 66,368 | +23.3% | 0.36% | +18.0% |
| Q1 2019 | $2,642,000 | +31.4% | 53,843 | +15.1% | 0.30% | +14.7% |
| Q4 2018 | $2,011,000 | – | 46,782 | – | 0.27% | – |
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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% |