VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $782,351 | +17.8% | 11,879 | +12.5% | 0.03% | -64.6% |
| Q3 2022 | $664,000 | -16.8% | 10,556 | -12.2% | 0.08% | +148.5% |
| Q2 2022 | $798,000 | -18.2% | 12,021 | -0.1% | 0.03% | -5.7% |
| Q1 2022 | $975,000 | +23.0% | 12,030 | +21.5% | 0.04% | +12.9% |
| Q3 2021 | $793,000 | +0.6% | 9,905 | +0.5% | 0.03% | -3.1% |
| Q2 2021 | $788,000 | -22.0% | 9,855 | -28.1% | 0.03% | -33.3% |
| Q1 2021 | $1,010,000 | +5.4% | 13,698 | +0.4% | 0.05% | +2.1% |
| Q4 2020 | $958,000 | +14.5% | 13,648 | +0.7% | 0.05% | 0.0% |
| Q3 2020 | $837,000 | +9.6% | 13,548 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $764,000 | – | 13,548 | – | 0.05% | – |
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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% |