Tortoise Investment Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$917,609
-3.6%
12,199
+0.4%
0.14%
-2.8%
Q2 2023$951,717
-5.2%
12,147
-13.3%
0.14%
-11.9%
Q1 2023$1,004,299
+3.7%
14,005
-4.7%
0.16%
-5.9%
Q4 2022$968,274
+15.1%
14,702
+9.9%
0.17%
+3.7%
Q3 2022$841,000
+0.2%
13,375
+5.9%
0.16%
-0.6%
Q2 2022$839,000
-11.9%
12,629
+7.5%
0.16%
-6.2%
Q1 2022$952,000
+44.5%
11,747
+56.6%
0.18%
+43.1%
Q4 2021$659,000
+6.5%
7,502
-2.9%
0.12%
-1.6%
Q3 2021$619,000
-2.2%
7,726
-2.3%
0.12%
-4.6%
Q2 2021$633,000
+1.9%
7,911
-6.1%
0.13%
-3.7%
Q1 2021$621,000
+10.5%
8,426
+5.1%
0.14%
+6.2%
Q4 2020$562,000
+35.1%
8,015
+19.1%
0.13%
+26.7%
Q3 2020$416,000
+19.2%
6,730
+8.6%
0.10%
+12.2%
Q2 2020$349,000
+51.1%
6,195
+22.7%
0.09%
+34.3%
Q1 2020$231,0005,0500.07%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
VISA FOUNDATION 2,643,882$166,327,000100.00%
Platt Investment Counsel, LLC 319,631$20,108,00029.20%
Verde Capital Management 513,645$32,313,00015.71%
IMPACTfolio, LLC 202,728$12,754,00012.44%
Cedar Wealth Management, LLC 255,378$16,066,0007.98%
Financial Network Wealth Management LLC 201,441$12,673,0007.91%
CBIZ Investment Advisory Services, LLC 80,000$5,033,0005.06%
EQ LLC 84,319$5,305,0004.58%
Crewe Advisors LLC 368,077$23,156,0004.18%
Affinity Capital Advisors, LLC 167,329$10,527,0003.68%
View complete list of VANGUARD WORLD FD shareholders