FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC - VANGUARD WORLD FD ownership

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
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$244,465
-4.0%
3,2500.0%0.02%0.0%
Q2 2023$254,637
+9.3%
3,2500.0%0.02%
+6.7%
Q1 2023$233,057
+8.9%
3,2500.0%0.02%0.0%
Q4 2022$214,045
+4.9%
3,2500.0%0.02%0.0%
Q3 2022$204,000
-5.1%
3,2500.0%0.02%0.0%
Q2 2022$215,000
-21.8%
3,250
-4.4%
0.02%
-11.8%
Q1 2022$275,000
-7.7%
3,4000.0%0.02%
-10.5%
Q4 2021$298,000
+5.7%
3,400
-3.5%
0.02%0.0%
Q3 2021$282,000
+0.4%
3,5250.0%0.02%0.0%
Q2 2021$281,000
+8.5%
3,5250.0%0.02%
+111.1%
Q1 2021$259,000
+4.9%
3,5250.0%0.01%
-10.0%
Q4 2020$247,000
+13.8%
3,5250.0%0.01%0.0%
Q3 2020$217,0003,5250.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders