VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,411 | +58.4% | 165 | +65.0% | 0.00% | 0.0% |
| Q2 2023 | $7,835 | -84.5% | 100 | -85.9% | 0.00% | -85.7% |
| Q1 2023 | $50,699 | +8.9% | 707 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $46,563 | +5.8% | 707 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $44,000 | -6.4% | 707 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $47,000 | -17.5% | 707 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $57,000 | -8.1% | 707 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $62,000 | +55.0% | 707 | +41.4% | 0.01% | +28.6% |
| Q3 2021 | $40,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $40,000 | – | 500 | – | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% |
| Q1 2019 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $3,000 | – | 50 | – | 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% |