VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,014,391 | +29.4% | 23,682 | +14.4% | 0.10% | +19.3% |
Q3 2023 | $1,557,054 | +5.8% | 20,700 | +10.2% | 0.09% | +12.8% |
Q2 2023 | $1,471,883 | +15.5% | 18,786 | -51.7% | 0.08% | -81.8% |
Q4 2022 | $1,274,891 | +2.2% | 38,926 | +107.3% | 0.43% | +422.0% |
Q3 2022 | $1,247,000 | 0.0% | 18,776 | 0.0% | 0.08% | 0.0% |
Q2 2022 | $1,247,000 | -13.0% | 18,776 | +6.2% | 0.08% | +1.2% |
Q1 2022 | $1,434,000 | -4.0% | 17,683 | +4.0% | 0.08% | -1.2% |
Q4 2021 | $1,494,000 | +18.9% | 16,997 | +8.4% | 0.08% | +6.5% |
Q3 2021 | $1,256,000 | +36.7% | 15,684 | +36.4% | 0.08% | +32.8% |
Q2 2021 | $919,000 | +8.4% | 11,495 | 0.0% | 0.06% | +1.8% |
Q1 2021 | $848,000 | +97.2% | 11,495 | +87.8% | 0.06% | +83.9% |
Q4 2020 | $430,000 | +49.3% | 6,122 | +31.2% | 0.03% | +34.8% |
Q3 2020 | $288,000 | +20.0% | 4,666 | +9.7% | 0.02% | +9.5% |
Q2 2020 | $240,000 | – | 4,253 | – | 0.02% | – |
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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% |