VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,306 | -3.3% | 6,505 | +0.8% | 0.14% | +1.4% |
| Q2 2023 | $505,749 | +3.3% | 6,455 | -5.5% | 0.14% | -3.5% |
| Q1 2023 | $489,779 | +8.9% | 6,830 | 0.0% | 0.14% | +1.4% |
| Q4 2022 | $449,824 | +7.9% | 6,830 | +3.0% | 0.14% | +2.2% |
| Q3 2022 | $417,000 | +46.3% | 6,630 | +54.4% | 0.14% | +56.2% |
| Q2 2022 | $285,000 | -13.9% | 4,295 | +5.1% | 0.09% | +4.7% |
| Q1 2022 | $331,000 | -0.9% | 4,085 | +7.5% | 0.08% | +9.0% |
| Q4 2021 | $334,000 | – | 3,800 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,643,882 | $166,327,000 | 100.00% |
| Platt Investment Counsel, LLC | 319,631 | $20,108,000 | 29.20% |
| Verde Capital Management | 513,645 | $32,313,000 | 15.71% |
| IMPACTfolio, LLC | 202,728 | $12,754,000 | 12.44% |
| Cedar Wealth Management, LLC | 255,378 | $16,066,000 | 7.98% |
| Financial Network Wealth Management LLC | 201,441 | $12,673,000 | 7.91% |
| CBIZ Investment Advisory Services, LLC | 80,000 | $5,033,000 | 5.06% |
| EQ LLC | 84,319 | $5,305,000 | 4.58% |
| Crewe Advisors LLC | 368,077 | $23,156,000 | 4.18% |
| Affinity Capital Advisors, LLC | 167,329 | $10,527,000 | 3.68% |