VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,512,599 | -7.6% | 20,109 | -3.7% | 0.17% | -4.0% |
| Q2 2023 | $1,636,496 | +9.3% | 20,887 | 0.0% | 0.17% | +9.5% |
| Q1 2023 | $1,497,807 | +8.9% | 20,887 | 0.0% | 0.16% | -1.2% |
| Q4 2022 | $1,375,618 | +1.1% | 20,887 | -3.4% | 0.16% | -8.0% |
| Q3 2022 | $1,360,000 | -7.4% | 21,611 | -2.3% | 0.17% | -1.1% |
| Q2 2022 | $1,468,000 | -14.7% | 22,113 | +4.2% | 0.18% | -8.3% |
| Q1 2022 | $1,720,000 | -10.6% | 21,214 | -3.1% | 0.19% | -12.3% |
| Q4 2021 | $1,925,000 | +34.1% | 21,900 | +22.1% | 0.22% | +22.3% |
| Q3 2021 | $1,435,000 | +12.3% | 17,929 | +12.2% | 0.18% | +5.9% |
| Q2 2021 | $1,278,000 | +3.5% | 15,979 | -4.6% | 0.17% | -5.1% |
| Q1 2021 | $1,235,000 | +6.4% | 16,745 | +1.2% | 0.18% | -0.6% |
| Q4 2020 | $1,161,000 | +5.1% | 16,548 | -7.4% | 0.18% | -7.7% |
| Q3 2020 | $1,105,000 | +17.1% | 17,878 | +6.8% | 0.19% | +10.9% |
| Q2 2020 | $944,000 | +23.2% | 16,738 | 0.0% | 0.18% | +5.4% |
| Q1 2020 | $766,000 | -20.2% | 16,738 | -1.4% | 0.17% | -4.6% |
| Q4 2019 | $960,000 | +9.0% | 16,975 | 0.0% | 0.17% | +4.2% |
| Q3 2019 | $881,000 | – | 16,975 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,643,882 | $166,327,000 | 100.00% |
| Platt Investment Counsel, LLC | 319,631 | $20,108,000 | 29.20% |
| Verde Capital Management | 513,645 | $32,313,000 | 15.71% |
| IMPACTfolio, LLC | 202,728 | $12,754,000 | 12.44% |
| Cedar Wealth Management, LLC | 255,378 | $16,066,000 | 7.98% |
| Financial Network Wealth Management LLC | 201,441 | $12,673,000 | 7.91% |
| CBIZ Investment Advisory Services, LLC | 80,000 | $5,033,000 | 5.06% |
| EQ LLC | 84,319 | $5,305,000 | 4.58% |
| Crewe Advisors LLC | 368,077 | $23,156,000 | 4.18% |
| Affinity Capital Advisors, LLC | 167,329 | $10,527,000 | 3.68% |