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 | $6,152,846 | -8.3% | 81,798 | -4.5% | 0.02% | -48.6% |
| Q2 2023 | $6,713,263 | -4.3% | 85,683 | -12.4% | 0.04% | +133.3% |
| Q1 2023 | $7,011,876 | +58.4% | 97,781 | +45.5% | 0.02% | +50.0% |
| Q4 2022 | $4,426,253 | -16.3% | 67,207 | -20.0% | 0.01% | -28.6% |
| Q3 2022 | $5,287,000 | -8.9% | 84,044 | -3.8% | 0.01% | -6.7% |
| Q2 2022 | $5,802,000 | -31.7% | 87,386 | -16.6% | 0.02% | -16.7% |
| Q1 2022 | $8,500,000 | +0.1% | 104,830 | +8.5% | 0.02% | 0.0% |
| Q4 2021 | $8,494,000 | +12.8% | 96,647 | +2.7% | 0.02% | 0.0% |
| Q3 2021 | $7,533,000 | +5.9% | 94,086 | +5.8% | 0.02% | 0.0% |
| Q2 2021 | $7,114,000 | +31.1% | 88,945 | +20.9% | 0.02% | 0.0% |
| Q1 2021 | $5,425,000 | +2.1% | 73,560 | -2.8% | 0.02% | +5.9% |
| Q4 2020 | $5,313,000 | +33.2% | 75,714 | +17.3% | 0.02% | +6.2% |
| Q3 2020 | $3,990,000 | +8.0% | 64,551 | -1.5% | 0.02% | -5.9% |
| Q2 2020 | $3,695,000 | +165.4% | 65,522 | +115.6% | 0.02% | +112.5% |
| Q1 2020 | $1,392,000 | -80.6% | 30,394 | -76.1% | 0.01% | -75.8% |
| Q4 2019 | $7,187,000 | +35.6% | 127,053 | +24.4% | 0.03% | +17.9% |
| Q3 2019 | $5,302,000 | +3.3% | 102,136 | +1.8% | 0.03% | 0.0% |
| Q2 2019 | $5,133,000 | +4.2% | 100,340 | 0.0% | 0.03% | +7.7% |
| Q1 2019 | $4,925,000 | +13.3% | 100,340 | -0.7% | 0.03% | 0.0% |
| Q4 2018 | $4,347,000 | – | 101,091 | – | 0.03% | – |
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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% |