VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $244,465 | -4.0% | 3,250 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $254,637 | +9.3% | 3,250 | 0.0% | 0.02% | +6.7% |
Q1 2023 | $233,057 | +8.9% | 3,250 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $214,045 | +4.9% | 3,250 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $204,000 | -5.1% | 3,250 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $215,000 | -21.8% | 3,250 | -4.4% | 0.02% | -11.8% |
Q1 2022 | $275,000 | -7.7% | 3,400 | 0.0% | 0.02% | -10.5% |
Q4 2021 | $298,000 | +5.7% | 3,400 | -3.5% | 0.02% | 0.0% |
Q3 2021 | $282,000 | +0.4% | 3,525 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $281,000 | +8.5% | 3,525 | 0.0% | 0.02% | +111.1% |
Q1 2021 | $259,000 | +4.9% | 3,525 | 0.0% | 0.01% | -10.0% |
Q4 2020 | $247,000 | +13.8% | 3,525 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $217,000 | – | 3,525 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VISA FOUNDATION | 2,643,882 | $166,327,000 | 100.00% |
Platt Investment Counsel, LLC | 319,631 | $20,108,000 | 29.20% |
Verde Capital Management | 513,645 | $32,313,000 | 15.71% |
IMPACTfolio, LLC | 202,728 | $12,754,000 | 12.44% |
Cedar Wealth Management, LLC | 255,378 | $16,066,000 | 7.98% |
Financial Network Wealth Management LLC | 201,441 | $12,673,000 | 7.91% |
CBIZ Investment Advisory Services, LLC | 80,000 | $5,033,000 | 5.06% |
EQ LLC | 84,319 | $5,305,000 | 4.58% |
Crewe Advisors LLC | 368,077 | $23,156,000 | 4.18% |
Affinity Capital Advisors, LLC | 167,329 | $10,527,000 | 3.68% |