VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,099,318 | -6.5% | 14,615 | -2.6% | 0.02% | -10.5% |
| Q2 2023 | $1,175,201 | +9.6% | 14,999 | +0.3% | 0.02% | +5.6% |
| Q1 2023 | $1,072,002 | +30.7% | 14,949 | +20.0% | 0.02% | +20.0% |
| Q4 2022 | $820,211 | +84.7% | 12,454 | +76.4% | 0.02% | +25.0% |
| Q3 2022 | $444,000 | -5.5% | 7,059 | -0.4% | 0.01% | +9.1% |
| Q2 2022 | $470,000 | -17.4% | 7,084 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $569,000 | -8.5% | 7,018 | -0.8% | 0.01% | -15.4% |
| Q4 2021 | $622,000 | +30.9% | 7,072 | +19.2% | 0.01% | +44.4% |
| Q3 2021 | $475,000 | +11.0% | 5,935 | +10.9% | 0.01% | -10.0% |
| Q2 2021 | $428,000 | +9.5% | 5,354 | +1.0% | 0.01% | -9.1% |
| Q1 2021 | $391,000 | +11.7% | 5,303 | +6.3% | 0.01% | 0.0% |
| Q4 2020 | $350,000 | +64.3% | 4,989 | +44.8% | 0.01% | +37.5% |
| Q3 2020 | $213,000 | – | 3,446 | – | 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% |