VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $329,309 | +9.3% | 4,203 | +0.1% | 0.05% | -7.0% |
| Q1 2023 | $301,209 | +31.7% | 4,200 | +20.9% | 0.06% | +21.3% |
| Q4 2022 | $228,707 | +4.9% | 3,473 | +0.1% | 0.05% | -6.0% |
| Q3 2022 | $218,000 | -5.2% | 3,468 | +0.1% | 0.05% | 0.0% |
| Q2 2022 | $230,000 | -16.7% | 3,464 | +1.7% | 0.05% | -3.8% |
| Q1 2022 | $276,000 | +31.4% | 3,407 | +42.7% | 0.05% | +26.8% |
| Q4 2021 | $210,000 | -2.8% | 2,388 | -11.4% | 0.04% | -16.3% |
| Q3 2021 | $216,000 | +55.4% | 2,694 | +54.7% | 0.05% | +53.1% |
| Q2 2021 | $139,000 | +104.4% | 1,741 | +88.8% | 0.03% | +77.8% |
| Q1 2021 | $68,000 | +4.6% | 922 | +0.2% | 0.02% | -5.3% |
| Q4 2020 | $65,000 | +38.3% | 920 | +20.1% | 0.02% | +26.7% |
| Q3 2020 | $47,000 | – | 766 | – | 0.02% | – |
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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% |