VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,566 | -4.0% | 7,120 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $557,852 | +12.9% | 7,120 | +3.3% | 0.07% | +9.2% |
| Q1 2023 | $494,082 | +8.9% | 6,890 | 0.0% | 0.06% | +3.2% |
| Q4 2022 | $453,775 | +53.8% | 6,890 | +8.7% | 0.06% | +37.0% |
| Q3 2022 | $295,000 | -43.6% | 6,340 | +6.4% | 0.05% | -28.1% |
| Q4 2021 | $523,000 | – | 5,960 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 3,057,600 | $268,732,000 | 100.00% |
| Refined Wealth Management | 267,899 | $23,546,000 | 18.26% |
| Platt Investment Counsel, LLC | 231,549 | $20,351,000 | 17.36% |
| IMPACTfolio, LLC | 146,532 | $12,879,000 | 11.28% |
| Crewe Advisors LLC | 473,418 | $41,609,000 | 8.46% |
| Verde Capital Management | 218,649 | $19,217,000 | 7.32% |
| RETIREMENT CAPITAL STRATEGIES | 174,812 | $15,364,000 | 5.64% |
| Financial Network Wealth Management LLC | 117,489 | $10,326,000 | 5.23% |
| EQ LLC | 77,696 | $6,829,000 | 4.76% |
| Cedar Wealth Management, LLC | 128,472 | $11,291,000 | 4.56% |