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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $52,649,500 | +5.4% | 673,002 | -3.3% | 6.01% | -19.4% |
| Q1 2023 | $49,967,741 | +17.7% | 696,180 | +8.9% | 7.46% | -34.8% |
| Q2 2022 | $42,465,000 | -14.6% | 639,541 | +4.3% | 11.44% | +44.4% |
| Q1 2022 | $49,718,000 | +19.9% | 613,202 | +18.4% | 7.92% | +3.1% |
| Q3 2021 | $41,478,000 | +2.9% | 518,087 | +2.8% | 7.68% | -5.2% |
| Q2 2021 | $40,323,000 | +16.1% | 504,163 | +7.0% | 8.10% | -17.8% |
| Q1 2021 | $34,738,000 | +16.3% | 471,027 | +10.6% | 9.85% | +2.3% |
| Q4 2020 | $29,875,000 | +46.3% | 425,759 | +17.6% | 9.63% | +14.1% |
| Q3 2020 | $20,422,000 | – | 362,158 | – | 8.44% | – |
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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% |