VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,738,935 | -2.9% | 49,706 | +1.1% | 0.04% | 0.0% |
| Q2 2023 | $3,850,761 | +7.4% | 49,148 | -1.7% | 0.04% | +2.5% |
| Q1 2023 | $3,585,058 | -7.6% | 49,993 | -15.2% | 0.04% | -13.0% |
| Q4 2022 | $3,880,878 | +10.0% | 58,926 | +5.1% | 0.05% | 0.0% |
| Q3 2022 | $3,528,000 | -2.5% | 56,085 | +2.9% | 0.05% | +2.2% |
| Q2 2022 | $3,620,000 | -17.9% | 54,520 | +0.2% | 0.04% | -6.2% |
| Q1 2022 | $4,410,000 | -9.2% | 54,387 | -1.6% | 0.05% | -7.7% |
| Q4 2021 | $4,859,000 | +22.2% | 55,285 | +11.4% | 0.05% | +13.0% |
| Q3 2021 | $3,975,000 | +5.4% | 49,649 | +5.3% | 0.05% | +4.5% |
| Q2 2021 | $3,771,000 | +9.4% | 47,150 | +0.9% | 0.04% | 0.0% |
| Q1 2021 | $3,447,000 | +15.1% | 46,735 | +9.5% | 0.04% | -4.3% |
| Q4 2020 | $2,994,000 | +65.7% | 42,672 | +45.9% | 0.05% | +48.4% |
| Q3 2020 | $1,807,000 | +88.8% | 29,238 | +72.3% | 0.03% | +72.2% |
| Q2 2020 | $957,000 | -13.6% | 16,965 | -29.9% | 0.02% | -18.2% |
| Q1 2020 | $1,108,000 | +6.4% | 24,200 | +31.5% | 0.02% | +29.4% |
| Q4 2019 | $1,041,000 | +9.0% | 18,400 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $955,000 | +1.5% | 18,400 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $941,000 | +4.2% | 18,400 | 0.0% | 0.02% | +12.5% |
| Q1 2019 | $903,000 | +14.2% | 18,400 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $791,000 | – | 18,400 | – | 0.02% | – |
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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% |