VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 365 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,354,700 | -19.6% | 18,010 | -16.3% | 0.06% | -18.7% |
| Q2 2023 | $1,685,295 | -2.1% | 21,510 | -10.4% | 0.08% | -10.7% |
| Q1 2023 | $1,721,375 | +0.5% | 24,005 | +1.9% | 0.08% | -2.3% |
| Q4 2022 | $1,712,098 | +30.0% | 23,563 | +17.8% | 0.09% | +14.7% |
| Q3 2022 | $1,317,000 | -22.7% | 19,995 | -13.6% | 0.08% | -24.2% |
| Q2 2022 | $1,703,000 | -0.9% | 23,130 | +9.2% | 0.10% | -10.0% |
| Q1 2022 | $1,718,000 | +13.0% | 21,188 | +22.5% | 0.11% | +5.8% |
| Q4 2021 | $1,520,000 | +11.3% | 17,299 | +1.4% | 0.10% | -7.1% |
| Q3 2021 | $1,366,000 | +17.9% | 17,057 | +17.7% | 0.11% | +8.7% |
| Q2 2021 | $1,159,000 | +12.6% | 14,490 | +3.8% | 0.10% | -8.0% |
| Q1 2021 | $1,029,000 | +45.3% | 13,953 | +41.5% | 0.11% | +20.4% |
| Q4 2020 | $708,000 | +89.3% | 9,862 | +62.9% | 0.09% | +78.8% |
| Q3 2020 | $374,000 | +75.6% | 6,054 | +59.9% | 0.05% | +57.6% |
| Q2 2020 | $213,000 | – | 3,786 | – | 0.03% | – |
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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% |