VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,839 | -4.0% | 8,360 | 0.0% | 0.14% | +1.4% |
| Q2 2023 | $655,006 | +9.3% | 8,360 | 0.0% | 0.14% | +1.4% |
| Q1 2023 | $599,496 | +8.9% | 8,360 | 0.0% | 0.14% | +2.2% |
| Q4 2022 | $550,590 | -7.6% | 8,360 | -11.8% | 0.14% | -19.6% |
| Q3 2022 | $596,000 | -5.4% | 9,481 | 0.0% | 0.17% | +7.7% |
| Q2 2022 | $630,000 | -7.8% | 9,481 | +12.6% | 0.16% | +6.8% |
| Q1 2022 | $683,000 | -7.7% | 8,421 | 0.0% | 0.15% | -5.2% |
| Q4 2021 | $740,000 | +13.5% | 8,421 | +3.4% | 0.15% | +8.5% |
| Q3 2021 | $652,000 | +0.2% | 8,141 | 0.0% | 0.14% | +2.9% |
| Q2 2021 | $651,000 | +8.5% | 8,141 | 0.0% | 0.14% | +3.0% |
| Q1 2021 | $600,000 | +4.0% | 8,141 | -1.0% | 0.13% | -14.6% |
| Q4 2020 | $577,000 | +13.4% | 8,223 | -0.2% | 0.16% | -1.9% |
| Q3 2020 | $509,000 | +27.6% | 8,237 | +16.4% | 0.16% | +20.3% |
| Q2 2020 | $399,000 | – | 7,079 | – | 0.13% | – |
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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% |