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 | $1,168,167 | +31.5% | 15,530 | +37.0% | 0.25% | +36.8% |
| Q2 2023 | $888,097 | +9.8% | 11,335 | +0.5% | 0.18% | +1.1% |
| Q1 2023 | $808,889 | +110555.1% | 11,280 | +1.6% | 0.18% | +2.3% |
| Q4 2022 | $731 | -99.9% | 11,105 | +0.9% | 0.18% | -9.3% |
| Q3 2022 | $692,000 | +0.6% | 11,005 | +6.2% | 0.19% | +1.6% |
| Q2 2022 | $688,000 | -4.4% | 10,360 | +16.7% | 0.19% | +16.5% |
| Q1 2022 | $720,000 | +5.1% | 8,880 | +13.9% | 0.16% | +5.8% |
| Q4 2021 | $685,000 | +23.2% | 7,795 | +12.3% | 0.16% | +14.0% |
| Q3 2021 | $556,000 | +3.2% | 6,940 | +2.9% | 0.14% | +3.8% |
| Q2 2021 | $539,000 | +10.2% | 6,745 | +1.8% | 0.13% | +1.6% |
| Q1 2021 | $489,000 | +16.4% | 6,625 | +12.2% | 0.13% | +11.2% |
| Q4 2020 | $420,000 | – | 5,905 | – | 0.12% | – |
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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% |