VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,406 | -4.0% | 1,614 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $126,457 | +9.3% | 1,614 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $115,740 | +13.7% | 1,614 | +4.5% | 0.01% | 0.0% |
| Q4 2022 | $101,754 | -20.5% | 1,545 | -24.3% | 0.01% | -25.0% |
| Q3 2022 | $128,000 | -9.9% | 2,042 | -4.7% | 0.01% | 0.0% |
| Q2 2022 | $142,000 | -31.7% | 2,142 | -16.4% | 0.01% | -20.0% |
| Q1 2022 | $208,000 | -8.0% | 2,562 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $226,000 | -22.3% | 2,571 | -29.2% | 0.01% | -33.3% |
| Q3 2021 | $291,000 | +46.2% | 3,630 | +46.0% | 0.02% | +50.0% |
| Q2 2021 | $199,000 | +10.6% | 2,487 | +2.1% | 0.01% | 0.0% |
| Q1 2021 | $180,000 | +5.3% | 2,437 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $171,000 | +16.3% | 2,437 | +2.6% | 0.01% | +11.1% |
| Q3 2020 | $147,000 | – | 2,375 | – | 0.01% | – |
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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% |