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 | $1,143,645 | +1.9% | 15,204 | +6.1% | 0.24% | +6.3% |
| Q2 2023 | $1,122,521 | +7.1% | 14,327 | -2.0% | 0.22% | +3.3% |
| Q1 2023 | $1,048,472 | +6.0% | 14,621 | -2.6% | 0.21% | +1.4% |
| Q4 2022 | $988,756 | +4.5% | 15,013 | -0.2% | 0.21% | +3.4% |
| Q3 2022 | $946,000 | -4.6% | 15,045 | +0.7% | 0.20% | +0.5% |
| Q2 2022 | $992,000 | -17.3% | 14,940 | +1.1% | 0.20% | -6.5% |
| Q1 2022 | $1,199,000 | -7.5% | 14,782 | +0.3% | 0.22% | -4.8% |
| Q4 2021 | $1,296,000 | +10.0% | 14,742 | +0.2% | 0.23% | +6.0% |
| Q3 2021 | $1,178,000 | -6.0% | 14,717 | -6.1% | 0.22% | -5.7% |
| Q2 2021 | $1,253,000 | +8.2% | 15,671 | -0.2% | 0.23% | +4.1% |
| Q1 2021 | $1,158,000 | +17.6% | 15,704 | +11.9% | 0.22% | +8.4% |
| Q4 2020 | $985,000 | +7.2% | 14,035 | -5.6% | 0.20% | +3.6% |
| Q3 2020 | $919,000 | – | 14,872 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,324,535 | $166,692,405 | 100.00% |
| Platt Investment Counsel, LLC | 318,000 | $22,803,811 | 30.48% |
| Verde Capital Management | 477,375 | $34,232,525 | 14.28% |
| IMPACTfolio, LLC | 188,942 | $13,549,030 | 11.34% |
| Financial Network Wealth Management LLC | 218,901 | $15,697,391 | 7.77% |
| LEO BROKERAGE, LLC | 696,180 | $49,967,741 | 7.46% |
| Cedar Wealth Management, LLC | 251,080 | $18,004,974 | 7.37% |
| EQ LLC | 85,006 | $6,095,787 | 4.63% |
| Atlantic Private Wealth, LLC | 52,252 | $3,746,991 | 3.94% |
| Affinity Capital Advisors, LLC | 168,716 | $12,098,603 | 3.76% |