VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,198 | +2.6% | 15,331 | +6.8% | 0.02% | +4.3% |
| Q2 2023 | $1,124,401 | +11.5% | 14,351 | +2.0% | 0.02% | +4.5% |
| Q1 2023 | $1,008,458 | +10.9% | 14,063 | +1.8% | 0.02% | +4.8% |
| Q4 2022 | $909,461 | +18.9% | 13,809 | +13.5% | 0.02% | +40.0% |
| Q3 2022 | $765,000 | -3.4% | 12,168 | +2.0% | 0.02% | 0.0% |
| Q2 2022 | $792,000 | -17.5% | 11,930 | +0.8% | 0.02% | -11.8% |
| Q1 2022 | $960,000 | -7.2% | 11,839 | +0.6% | 0.02% | -5.6% |
| Q4 2021 | $1,034,000 | +59.1% | 11,766 | +45.0% | 0.02% | +50.0% |
| Q3 2021 | $650,000 | +64.6% | 8,114 | +64.4% | 0.01% | +71.4% |
| Q2 2021 | $395,000 | +4.5% | 4,937 | -3.6% | 0.01% | 0.0% |
| Q1 2021 | $378,000 | – | 5,121 | – | 0.01% | – |
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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% |