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 | $25,800 | -47.9% | 343 | -55.3% | 0.00% | 0.0% |
| Q2 2023 | $49,474 | +157.2% | 768 | +101.6% | 0.00% | 0.0% |
| Q1 2023 | $19,237 | +101147.4% | 381 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $19 | -99.9% | 381 | 0.0% | 0.00% | – |
| Q3 2022 | $19,000 | 0.0% | 381 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $19,000 | -50.0% | 381 | -50.0% | 0.00% | – |
| Q1 2022 | $38,000 | +26.7% | 762 | +122.2% | 0.00% | -100.0% |
| Q4 2021 | $30,000 | +11.1% | 343 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | 0.0% | 343 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +8.0% | 343 | 0.0% | 0.00% | – |
| Q1 2021 | $25,000 | – | 343 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,011,035 | $151,270,053 | 100.00% |
| Platt Investment Counsel, LLC | 368,795 | $27,740,792 | 33.10% |
| Verde Capital Management | 506,468 | $38,096,558 | 14.81% |
| IMPACTfolio, LLC | 231,427 | $17,407,963 | 12.55% |
| Financial Network Wealth Management LLC | 269,109 | $20,274 | 9.90% |
| Cedar Wealth Management, LLC | 246,534 | $18,544,282 | 7.33% |
| Crewe Advisors LLC | 346,128 | $26,035,749 | 4.50% |
| LifeGuide Financial Advisors, LLC | 96,923 | $7,290,552 | 4.26% |
| Atlantic Private Wealth, LLC | 52,564 | $3,953,870 | 3.99% |
| DHK Financial Advisors, Inc. | 51,527 | $3,875,852 | 3.45% |