VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 474 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $991,159 | -0.3% | 10,258 | -3.8% | 0.06% | -12.3% |
| Q1 2024 | $993,976 | +9.5% | 10,666 | -0.1% | 0.06% | +4.8% |
| Q4 2023 | $908,088 | +9.7% | 10,676 | -3.0% | 0.06% | 0.0% |
| Q3 2023 | $827,802 | -7.3% | 11,005 | -3.4% | 0.06% | -4.6% |
| Q2 2023 | $892,570 | +4.5% | 11,392 | -4.3% | 0.06% | +12.1% |
| Q1 2023 | $853,930 | +7.4% | 11,908 | -1.3% | 0.06% | +1.8% |
| Q4 2022 | $794,807 | -11.4% | 12,068 | -15.3% | 0.06% | -17.4% |
| Q3 2022 | $897,000 | -5.3% | 14,251 | -0.0% | 0.07% | -1.4% |
| Q2 2022 | $947,000 | +8.4% | 14,257 | +32.3% | 0.07% | +20.7% |
| Q1 2022 | $874,000 | -9.2% | 10,778 | -1.7% | 0.06% | -4.9% |
| Q4 2021 | $963,000 | +9.2% | 10,959 | -0.5% | 0.06% | 0.0% |
| Q3 2021 | $882,000 | +0.2% | 11,015 | +0.2% | 0.06% | +5.2% |
| Q2 2021 | $880,000 | +7.1% | 10,998 | -1.3% | 0.06% | -1.7% |
| Q1 2021 | $822,000 | +5.4% | 11,141 | +0.2% | 0.06% | 0.0% |
| Q4 2020 | $780,000 | -36.3% | 11,121 | -43.9% | 0.06% | -50.0% |
| Q3 2020 | $1,224,000 | +9.9% | 19,808 | +0.3% | 0.12% | -28.0% |
| Q2 2020 | $1,114,000 | +29.2% | 19,752 | +5.0% | 0.16% | +9.3% |
| Q1 2020 | $862,000 | – | 18,819 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oregon Health & Science University | 2,837,938 | $226,978,000 | 100.00% |
| Refined Wealth Management | 258,968 | $20,712,000 | 17.39% |
| Platt Investment Counsel, LLC | 229,288 | $18,338,000 | 15.76% |
| LEO BROKERAGE, LLC | 504,163 | $40,323,000 | 8.10% |
| Verde Capital Management | 171,637 | $13,728,000 | 5.78% |
| Financial Network Wealth Management LLC | 108,738 | $8,697,000 | 5.11% |
| Diversified Portfolios, Inc. | 153,248 | $12,257,000 | 4.62% |
| EQ LLC | 74,399 | $5,833,000 | 4.46% |
| Cedar Wealth Management, LLC | 121,301 | $9,702,000 | 4.37% |
| Stewardship Advisors, LLC | 92,011 | $7,359,000 | 2.76% |