VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $231,000 | – | 5,050 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VISA FOUNDATION | 2,324,535 | $166,692,405 | 100.00% |
Platt Investment Counsel, LLC | 318,000 | $22,803,811 | 30.48% |
Verde Capital Management | 477,375 | $34,232,525 | 14.28% |
IMPACTfolio, LLC | 188,942 | $13,549,030 | 11.34% |
Financial Network Wealth Management LLC | 218,901 | $15,697,391 | 7.77% |
LEO BROKERAGE, LLC | 696,180 | $49,967,741 | 7.46% |
Cedar Wealth Management, LLC | 251,080 | $18,004,974 | 7.37% |
EQ LLC | 85,006 | $6,095,787 | 4.63% |
Atlantic Private Wealth, LLC | 52,252 | $3,746,991 | 3.94% |
Affinity Capital Advisors, LLC | 168,716 | $12,098,603 | 3.76% |