VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $912,409 | +6.2% | 12,130 | +10.7% | 0.05% | +7.0% |
Q2 2023 | $858,820 | +14.0% | 10,961 | +4.3% | 0.04% | +4.9% |
Q1 2023 | $753,522 | +155.6% | 10,508 | +134.8% | 0.04% | +127.8% |
Q4 2022 | $294,789 | +55.2% | 4,476 | +56.8% | 0.02% | +38.5% |
Q3 2022 | $190,000 | 0.0% | 2,854 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $190,000 | -46.3% | 2,854 | -29.2% | 0.01% | -38.1% |
Q4 2021 | $354,000 | +19.2% | 4,030 | +8.7% | 0.02% | +133.3% |
Q3 2021 | $297,000 | +1.0% | 3,706 | +0.8% | 0.01% | 0.0% |
Q2 2021 | $294,000 | +11.4% | 3,678 | +2.9% | 0.01% | -10.0% |
Q1 2021 | $264,000 | – | 3,573 | – | 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% |