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 | $461,235 | +34.1% | 6,132 | +18.5% | 0.08% | -21.0% |
| Q2 2022 | $344,000 | -49.0% | 5,176 | -37.8% | 0.10% | -52.2% |
| Q1 2022 | $674,000 | -19.0% | 8,318 | -12.1% | 0.21% | -22.0% |
| Q4 2021 | $832,000 | +14.4% | 9,468 | +4.2% | 0.27% | +2.7% |
| Q3 2021 | $727,000 | +35.9% | 9,086 | +35.7% | 0.26% | +25.5% |
| Q2 2021 | $535,000 | +15.1% | 6,694 | +6.2% | 0.21% | +8.9% |
| Q1 2021 | $465,000 | +0.6% | 6,302 | -4.4% | 0.19% | +6.7% |
| Q4 2020 | $462,000 | +24.9% | 6,590 | +10.2% | 0.18% | -23.8% |
| Q3 2020 | $370,000 | – | 5,978 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,643,882 | $166,327,000 | 100.00% |
| Platt Investment Counsel, LLC | 319,631 | $20,108,000 | 29.20% |
| Verde Capital Management | 513,645 | $32,313,000 | 15.71% |
| IMPACTfolio, LLC | 202,728 | $12,754,000 | 12.44% |
| Cedar Wealth Management, LLC | 255,378 | $16,066,000 | 7.98% |
| Financial Network Wealth Management LLC | 201,441 | $12,673,000 | 7.91% |
| CBIZ Investment Advisory Services, LLC | 80,000 | $5,033,000 | 5.06% |
| EQ LLC | 84,319 | $5,305,000 | 4.58% |
| Crewe Advisors LLC | 368,077 | $23,156,000 | 4.18% |
| Affinity Capital Advisors, LLC | 167,329 | $10,527,000 | 3.68% |