VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 474 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,183,444 | +13.7% | 23,430 | +3.8% | 0.06% | -4.5% |
| Q4 2023 | $1,920,655 | +15.1% | 22,580 | +1.8% | 0.07% | +3.1% |
| Q3 2023 | $1,668,380 | +3.0% | 22,180 | +7.3% | 0.06% | +10.3% |
| Q2 2023 | $1,620,278 | +9.3% | 20,680 | 0.0% | 0.06% | +1.8% |
| Q1 2023 | $1,482,963 | +8.7% | 20,680 | -0.1% | 0.06% | +3.6% |
| Q4 2022 | $1,363,961 | +4.7% | 20,710 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $1,302,866 | +1.6% | 20,710 | +7.3% | 0.06% | +9.8% |
| Q2 2022 | $1,282,184 | +82675.0% | 19,310 | +1.0% | 0.05% | 0.0% |
| Q1 2022 | $1,549 | -99.9% | 19,110 | +1.4% | 0.05% | 0.0% |
| Q4 2021 | $1,657,000 | +9.8% | 18,850 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $1,509,000 | -8.2% | 18,850 | -8.3% | 0.05% | -7.3% |
| Q2 2021 | $1,644,000 | +11.2% | 20,550 | +2.5% | 0.06% | +3.8% |
| Q1 2021 | $1,479,000 | +5.1% | 20,050 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $1,407,000 | +40.1% | 20,050 | +23.4% | 0.05% | +26.2% |
| Q3 2020 | $1,004,000 | +9.6% | 16,250 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $916,000 | +142.3% | 16,250 | +97.0% | 0.04% | +100.0% |
| Q1 2020 | $378,000 | – | 8,250 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oregon Health & Science University | 2,837,938 | $226,978,000 | 100.00% |
| Refined Wealth Management | 258,968 | $20,712,000 | 17.39% |
| Platt Investment Counsel, LLC | 229,288 | $18,338,000 | 15.76% |
| LEO BROKERAGE, LLC | 504,163 | $40,323,000 | 8.10% |
| Verde Capital Management | 171,637 | $13,728,000 | 5.78% |
| Financial Network Wealth Management LLC | 108,738 | $8,697,000 | 5.11% |
| Diversified Portfolios, Inc. | 153,248 | $12,257,000 | 4.62% |
| EQ LLC | 74,399 | $5,833,000 | 4.46% |
| Cedar Wealth Management, LLC | 121,301 | $9,702,000 | 4.37% |
| Stewardship Advisors, LLC | 92,011 | $7,359,000 | 2.76% |