VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $455 | +7.3% | 5,353 | -5.0% | 0.04% | -2.6% |
| Q3 2023 | $424 | -15.9% | 5,636 | -12.5% | 0.04% | -11.6% |
| Q2 2023 | $504 | +0.8% | 6,438 | -7.7% | 0.04% | -2.3% |
| Q1 2023 | $500 | +11.4% | 6,973 | +2.3% | 0.04% | +2.3% |
| Q4 2022 | $449 | -99.9% | 6,815 | -3.5% | 0.04% | -2.3% |
| Q3 2022 | $444,000 | -14.6% | 7,065 | -9.8% | 0.04% | -10.2% |
| Q2 2022 | $520,000 | -15.7% | 7,830 | +2.8% | 0.05% | -2.0% |
| Q1 2022 | $617,000 | -7.1% | 7,615 | +0.9% | 0.05% | 0.0% |
| Q4 2021 | $664,000 | +16.9% | 7,550 | +6.5% | 0.05% | +6.4% |
| Q3 2021 | $568,000 | +74.8% | 7,092 | +74.4% | 0.05% | +67.9% |
| Q2 2021 | $325,000 | +27.0% | 4,067 | +17.3% | 0.03% | +16.7% |
| Q1 2021 | $256,000 | – | 3,467 | – | 0.02% | – |
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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% |