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 | $20,318,204 | -3.3% | 256,316 | -4.3% | 0.01% | 0.0% |
| Q2 2023 | $21,010,622 | +18.3% | 267,719 | -0.4% | 0.01% | -12.5% |
| Q4 2022 | $17,755,722 | -21.6% | 268,822 | -19.4% | 0.01% | -20.0% |
| Q3 2022 | $22,653,000 | -1.5% | 333,439 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $23,004,000 | -16.5% | 333,439 | +0.0% | 0.01% | -15.4% |
| Q1 2022 | $27,564,000 | -6.7% | 333,337 | +0.0% | 0.01% | -18.8% |
| Q4 2021 | $29,528,000 | +12.9% | 333,312 | +6.4% | 0.02% | +33.3% |
| Q3 2021 | $26,165,000 | +18.3% | 313,197 | +13.4% | 0.01% | +9.1% |
| Q2 2021 | $22,109,000 | +12754.1% | 276,218 | +12143.7% | 0.01% | – |
| Q1 2021 | $172,000 | +100.0% | 2,256 | +86.0% | 0.00% | – |
| Q4 2020 | $86,000 | +16.2% | 1,213 | +1.8% | 0.00% | – |
| Q3 2020 | $74,000 | +5.7% | 1,191 | -2.2% | 0.00% | – |
| Q2 2020 | $70,000 | +75.0% | 1,218 | +34.6% | 0.00% | – |
| Q1 2020 | $40,000 | -99.7% | 905 | -99.6% | 0.00% | -100.0% |
| Q4 2019 | $11,450,000 | +9.9% | 202,403 | +0.9% | 0.01% | 0.0% |
| Q3 2019 | $10,418,000 | +1.5% | 200,690 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,267,000 | – | 200,690 | – | 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% |