VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 474 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $999,291 | +6.3% | 10,342 | +2.5% | 0.05% | 0.0% |
| Q1 2024 | $939,852 | +9.8% | 10,085 | +0.2% | 0.05% | -1.9% |
| Q4 2023 | $855,798 | +34.4% | 10,061 | +18.9% | 0.05% | +20.5% |
| Q3 2023 | $636,762 | +4.2% | 8,465 | +8.6% | 0.04% | +7.3% |
| Q2 2023 | $610,840 | +9.6% | 7,796 | +0.3% | 0.04% | +2.5% |
| Q1 2023 | $557,557 | +17.1% | 7,775 | +7.5% | 0.04% | +8.1% |
| Q4 2022 | $476,234 | +52.6% | 7,231 | +45.9% | 0.04% | +37.0% |
| Q3 2022 | $312,000 | – | 4,957 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oregon Health & Science University | 2,837,938 | $226,978,000 | 100.00% |
| Refined Wealth Management | 258,968 | $20,712,000 | 17.39% |
| Platt Investment Counsel, LLC | 229,288 | $18,338,000 | 15.76% |
| LEO BROKERAGE, LLC | 504,163 | $40,323,000 | 8.10% |
| Verde Capital Management | 171,637 | $13,728,000 | 5.78% |
| Financial Network Wealth Management LLC | 108,738 | $8,697,000 | 5.11% |
| Diversified Portfolios, Inc. | 153,248 | $12,257,000 | 4.62% |
| EQ LLC | 74,399 | $5,833,000 | 4.46% |
| Cedar Wealth Management, LLC | 121,301 | $9,702,000 | 4.37% |
| Stewardship Advisors, LLC | 92,011 | $7,359,000 | 2.76% |