VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 119 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $302,000 | -5.3% | 4,800 | 0.0% | 0.03% | +7.1% |
| Q2 2022 | $319,000 | -18.0% | 4,800 | 0.0% | 0.03% | -6.7% |
| Q1 2022 | $389,000 | -23.7% | 4,800 | -17.2% | 0.03% | -18.9% |
| Q4 2021 | $510,000 | +9.9% | 5,800 | 0.0% | 0.04% | +2.8% |
| Q3 2021 | $464,000 | 0.0% | 5,800 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $464,000 | +8.4% | 5,800 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $428,000 | +5.2% | 5,800 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $407,000 | +13.7% | 5,800 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $358,000 | +9.5% | 5,800 | 0.0% | 0.03% | +6.2% |
| Q2 2020 | $327,000 | +22.9% | 5,800 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $266,000 | -18.9% | 5,800 | 0.0% | 0.03% | +6.7% |
| Q4 2019 | $328,000 | +9.0% | 5,800 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $301,000 | +1.3% | 5,800 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $297,000 | +4.2% | 5,800 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $285,000 | – | 5,800 | – | 0.03% | – |
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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% |