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 | $1,369,279 | +14.3% | 18,204 | +20.7% | 0.01% | +20.0% |
| Q2 2023 | $1,198,141 | +44.9% | 15,080 | +30.8% | 0.01% | +25.0% |
| Q1 2023 | $826,852 | +108.0% | 11,530 | +6.4% | 0.01% | -60.0% |
| Q4 2022 | $397,484 | -44.1% | 10,832 | -4.1% | 0.02% | +150.0% |
| Q3 2022 | $711,000 | -32.9% | 11,294 | -29.2% | 0.01% | -11.1% |
| Q2 2022 | $1,060,000 | -22.0% | 15,960 | -4.8% | 0.01% | -10.0% |
| Q1 2022 | $1,359,000 | -72.8% | 16,762 | -70.5% | 0.01% | -73.0% |
| Q4 2021 | $4,988,000 | +302.9% | 56,754 | +267.0% | 0.04% | +362.5% |
| Q3 2021 | $1,238,000 | +34.4% | 15,465 | +34.3% | 0.01% | 0.0% |
| Q2 2021 | $921,000 | +12.5% | 11,517 | +3.7% | 0.01% | 0.0% |
| Q1 2021 | $819,000 | +28.6% | 11,102 | +22.3% | 0.01% | +14.3% |
| Q4 2020 | $637,000 | – | 9,080 | – | 0.01% | – |
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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% |