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 | $361,432 | -4.0% | 4,805 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $376,472 | +9.3% | 4,805 | 0.0% | 0.07% | +5.7% |
| Q1 2023 | $344,567 | +115915.8% | 4,805 | +6.7% | 0.07% | +11.1% |
| Q4 2022 | $297 | -99.9% | 4,505 | +3.4% | 0.06% | +1.6% |
| Q3 2022 | $274,000 | -5.5% | 4,355 | -0.2% | 0.06% | 0.0% |
| Q2 2022 | $290,000 | -3.0% | 4,365 | +18.3% | 0.06% | +6.9% |
| Q1 2022 | $299,000 | -7.7% | 3,690 | 0.0% | 0.06% | -9.4% |
| Q4 2021 | $324,000 | +9.8% | 3,690 | 0.0% | 0.06% | -1.5% |
| Q3 2021 | $295,000 | +8.5% | 3,690 | +8.4% | 0.06% | 0.0% |
| Q2 2021 | $272,000 | +8.4% | 3,405 | 0.0% | 0.06% | +1.6% |
| Q1 2021 | $251,000 | -16.6% | 3,405 | -20.5% | 0.06% | -17.9% |
| Q4 2020 | $301,000 | +28.1% | 4,285 | +12.9% | 0.08% | +2.6% |
| Q3 2020 | $235,000 | – | 3,795 | – | 0.08% | – |
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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% |