VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $781 | -12.0% | 10,396 | -8.4% | 0.05% | -11.1% |
| Q2 2023 | $888 | +6.5% | 11,349 | -2.7% | 0.05% | +1.9% |
| Q1 2023 | $834 | +36.9% | 11,659 | +26.2% | 0.05% | +29.3% |
| Q4 2022 | $609 | -99.9% | 9,242 | +10.9% | 0.04% | +7.9% |
| Q3 2022 | $526,000 | -17.9% | 8,336 | -13.6% | 0.04% | -15.6% |
| Q2 2022 | $641,000 | -17.4% | 9,646 | +0.6% | 0.04% | -10.0% |
| Q1 2022 | $776,000 | -7.9% | 9,590 | +0.1% | 0.05% | -3.8% |
| Q4 2021 | $843,000 | +7.9% | 9,584 | -1.7% | 0.05% | 0.0% |
| Q3 2021 | $781,000 | +21.1% | 9,754 | +20.9% | 0.05% | +20.9% |
| Q2 2021 | $645,000 | +33.8% | 8,069 | +23.5% | 0.04% | +30.3% |
| Q1 2021 | $482,000 | +4.6% | 6,533 | -0.4% | 0.03% | -2.9% |
| Q4 2020 | $461,000 | +13.5% | 6,562 | 0.0% | 0.03% | +3.0% |
| Q3 2020 | $406,000 | +136.0% | 6,562 | +115.6% | 0.03% | +120.0% |
| Q2 2020 | $172,000 | +23.7% | 3,044 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $139,000 | +19.8% | 3,044 | +48.6% | 0.02% | +36.4% |
| Q4 2019 | $116,000 | +383.3% | 2,049 | +336.0% | 0.01% | +450.0% |
| Q3 2019 | $24,000 | – | 470 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,011,035 | $151,270,053 | 100.00% |
| Platt Investment Counsel, LLC | 368,795 | $27,740,792 | 33.10% |
| Verde Capital Management | 506,468 | $38,096,558 | 14.81% |
| IMPACTfolio, LLC | 231,427 | $17,407,963 | 12.55% |
| Financial Network Wealth Management LLC | 269,109 | $20,274 | 9.90% |
| Cedar Wealth Management, LLC | 246,534 | $18,544,282 | 7.33% |
| Crewe Advisors LLC | 346,128 | $26,035,749 | 4.50% |
| LifeGuide Financial Advisors, LLC | 96,923 | $7,290,552 | 4.26% |
| Atlantic Private Wealth, LLC | 52,564 | $3,953,870 | 3.99% |
| DHK Financial Advisors, Inc. | 51,527 | $3,875,852 | 3.45% |