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 | $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% | – |
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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% |