VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $255,606 | +13.1% | 3,005 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $226,037 | -4.2% | 3,005 | -0.2% | 0.01% | 0.0% |
| Q2 2023 | $235,912 | +17.9% | 3,011 | +7.9% | 0.01% | +11.1% |
| Q1 2023 | $200,071 | -6.1% | 2,790 | +6.6% | 0.01% | 0.0% |
| Q1 2022 | $213,000 | -7.4% | 2,617 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $230,000 | +9.5% | 2,617 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $210,000 | 0.0% | 2,617 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $210,000 | -3.2% | 2,617 | -25.3% | 0.01% | -18.2% |
| Q3 2020 | $217,000 | – | 3,505 | – | 0.01% | – |
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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% |