VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,787,477 | +20.3% | 50,352 | +25.4% | 0.02% | +9.1% |
| Q2 2023 | $3,147,084 | +165.9% | 40,167 | +143.3% | 0.02% | +144.4% |
| Q1 2023 | $1,183,645 | +42.9% | 16,506 | +31.2% | 0.01% | +28.6% |
| Q4 2022 | $828,453 | +16.7% | 12,579 | +11.5% | 0.01% | -22.2% |
| Q3 2022 | $710,000 | -6.9% | 11,279 | -2.0% | 0.01% | -10.0% |
| Q2 2022 | $763,000 | -21.1% | 11,505 | -3.5% | 0.01% | -16.7% |
| Q1 2022 | $967,000 | +50.4% | 11,925 | +63.0% | 0.01% | +50.0% |
| Q4 2021 | $643,000 | +128.8% | 7,317 | +61.2% | 0.01% | +14.3% |
| Q3 2020 | $281,000 | -92.2% | 4,539 | -92.9% | 0.01% | -92.7% |
| Q2 2020 | $3,617,000 | – | 64,134 | – | 0.10% | – |
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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% |