VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,523 | -2.7% | 2,945 | +1.4% | 0.02% | +5.9% |
| Q2 2023 | $227,607 | +9.3% | 2,905 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $208,318 | -50.9% | 2,905 | -56.9% | 0.02% | -55.3% |
| Q3 2022 | $424,000 | -11.1% | 6,741 | -6.3% | 0.04% | -11.6% |
| Q2 2022 | $477,000 | -28.1% | 7,191 | -12.1% | 0.04% | -14.0% |
| Q1 2022 | $663,000 | -8.4% | 8,181 | -0.7% | 0.05% | -3.8% |
| Q4 2021 | $724,000 | +7.9% | 8,236 | -1.8% | 0.05% | 0.0% |
| Q3 2021 | $671,000 | -0.1% | 8,386 | -0.2% | 0.05% | +2.0% |
| Q2 2021 | $672,000 | +11.6% | 8,401 | +2.9% | 0.05% | +4.1% |
| Q1 2021 | $602,000 | +8.1% | 8,166 | +2.9% | 0.05% | +2.1% |
| Q4 2020 | $557,000 | – | 7,936 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,324,535 | $166,692,405 | 100.00% |
| Platt Investment Counsel, LLC | 318,000 | $22,803,811 | 30.48% |
| Verde Capital Management | 477,375 | $34,232,525 | 14.28% |
| IMPACTfolio, LLC | 188,942 | $13,549,030 | 11.34% |
| Financial Network Wealth Management LLC | 218,901 | $15,697,391 | 7.77% |
| LEO BROKERAGE, LLC | 696,180 | $49,967,741 | 7.46% |
| Cedar Wealth Management, LLC | 251,080 | $18,004,974 | 7.37% |
| EQ LLC | 85,006 | $6,095,787 | 4.63% |
| Atlantic Private Wealth, LLC | 52,252 | $3,746,991 | 3.94% |
| Affinity Capital Advisors, LLC | 168,716 | $12,098,603 | 3.76% |