VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 464 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $756,245 | +3.7% | 7,827 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $729,398 | +11.2% | 7,827 | +1.5% | 0.01% | 0.0% |
Q4 2023 | $655,813 | +13.1% | 7,710 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $579,946 | +125701.7% | 7,710 | +30.9% | 0.01% | +33.3% |
Q2 2023 | $461 | +9.2% | 5,890 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $422 | -3.0% | 5,890 | -10.8% | 0.01% | -10.0% |
Q4 2022 | $435 | -99.9% | 6,605 | +6.7% | 0.01% | 0.0% |
Q3 2022 | $389,000 | -6.7% | 6,189 | -1.5% | 0.01% | 0.0% |
Q2 2022 | $417,000 | -18.2% | 6,284 | 0.0% | 0.01% | -9.1% |
Q1 2022 | $510,000 | -14.6% | 6,284 | -7.5% | 0.01% | -8.3% |
Q4 2021 | $597,000 | +22.6% | 6,794 | +11.6% | 0.01% | +20.0% |
Q3 2021 | $487,000 | +1.7% | 6,089 | +1.6% | 0.01% | 0.0% |
Q2 2021 | $479,000 | -0.2% | 5,994 | -7.9% | 0.01% | -9.1% |
Q1 2021 | $480,000 | +5.0% | 6,509 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $457,000 | – | 6,509 | – | 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% |