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 | $358,198 | -0.3% | 4,762 | +3.8% | 0.00% | – |
| Q2 2023 | $359,392 | +9.3% | 4,587 | 0.0% | 0.00% | – |
| Q1 2023 | $328,934 | +11.5% | 4,587 | +2.4% | 0.00% | – |
| Q4 2022 | $295,118 | +5.0% | 4,481 | 0.0% | 0.00% | – |
| Q3 2022 | $281,000 | -5.1% | 4,481 | +0.2% | 0.00% | – |
| Q2 2022 | $296,000 | -34.2% | 4,471 | -19.4% | 0.00% | – |
| Q1 2022 | $450,000 | -59.2% | 5,546 | -55.8% | 0.00% | -100.0% |
| Q4 2021 | $1,104,000 | +4.8% | 12,546 | -4.7% | 0.00% | 0.0% |
| Q3 2021 | $1,053,000 | +10.3% | 13,165 | +10.2% | 0.00% | 0.0% |
| Q2 2021 | $955,000 | +12.9% | 11,946 | +4.3% | 0.00% | 0.0% |
| Q1 2021 | $846,000 | -3.8% | 11,455 | -8.6% | 0.00% | 0.0% |
| Q4 2020 | $879,000 | +239.4% | 12,527 | +198.3% | 0.00% | – |
| Q3 2020 | $259,000 | +115.8% | 4,200 | +96.3% | 0.00% | – |
| Q2 2020 | $120,000 | -86.1% | 2,140 | -88.6% | 0.00% | -100.0% |
| Q1 2020 | $861,000 | +605.7% | 18,800 | +778.5% | 0.00% | – |
| Q4 2019 | $122,000 | +8.9% | 2,140 | 0.0% | 0.00% | – |
| Q3 2019 | $112,000 | +1.8% | 2,140 | 0.0% | 0.00% | – |
| Q2 2019 | $110,000 | +3.8% | 2,140 | 0.0% | 0.00% | – |
| Q1 2019 | $106,000 | – | 2,140 | – | 0.00% | – |
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% |