VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 95 filers reported holding VANGUARD WORLD FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $215,000 | +10.3% | 2,685 | +1.7% | 0.00% | – |
| Q1 2021 | $195,000 | -88.7% | 2,640 | -91.4% | 0.00% | -100.0% |
| Q2 2020 | $1,728,000 | -24.4% | 30,650 | -38.6% | 0.00% | -50.0% |
| Q1 2020 | $2,287,000 | -19.0% | 49,950 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,825,000 | +34.4% | 49,950 | +23.3% | 0.00% | +100.0% |
| Q3 2019 | $2,102,000 | +1.5% | 40,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,071,000 | – | 40,500 | – | 0.00% | – |
Download | ||||||
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% |