VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424 | -6.0% | 5,631 | -2.1% | 0.02% | -4.0% |
| Q2 2023 | $451 | +6.4% | 5,753 | -2.7% | 0.02% | +4.2% |
| Q1 2023 | $424 | +4.4% | 5,911 | -4.1% | 0.02% | -4.0% |
| Q4 2022 | $406 | -99.9% | 6,165 | +39.1% | 0.02% | +31.6% |
| Q3 2022 | $279,000 | +17.2% | 4,431 | +23.4% | 0.02% | +11.8% |
| Q2 2022 | $238,000 | -18.2% | 3,591 | +0.1% | 0.02% | -5.6% |
| Q1 2022 | $291,000 | -38.3% | 3,588 | -33.1% | 0.02% | -37.9% |
| Q4 2021 | $472,000 | +9.0% | 5,365 | -0.7% | 0.03% | +3.6% |
| Q3 2021 | $433,000 | -2.3% | 5,405 | -2.3% | 0.03% | -6.7% |
| Q2 2021 | $443,000 | +24.8% | 5,535 | +14.9% | 0.03% | +20.0% |
| Q1 2021 | $355,000 | +132.0% | 4,818 | +121.0% | 0.02% | +92.3% |
| Q4 2020 | $153,000 | +59.4% | 2,180 | +40.7% | 0.01% | +44.4% |
| Q3 2020 | $96,000 | +33.3% | 1,549 | +21.3% | 0.01% | +12.5% |
| Q2 2020 | $72,000 | +24.1% | 1,277 | +0.4% | 0.01% | +14.3% |
| Q1 2020 | $58,000 | – | 1,272 | – | 0.01% | – |
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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% |