VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $547,962 | -0.9% | 7,299 | +3.3% | 0.23% | 0.0% |
| Q2 2023 | $552,781 | +7.6% | 7,064 | -0.8% | 0.23% | +1.3% |
| Q1 2023 | $513,750 | +9.6% | 7,118 | +0.0% | 0.23% | +1.8% |
| Q4 2022 | $468,712 | +35.5% | 7,117 | +32.4% | 0.22% | +15.0% |
| Q3 2022 | $346,000 | +3.9% | 5,375 | +7.7% | 0.19% | +22.9% |
| Q2 2022 | $333,000 | -15.9% | 4,989 | +2.3% | 0.16% | 0.0% |
| Q1 2022 | $396,000 | -5.5% | 4,876 | +2.7% | 0.16% | -1.9% |
| Q4 2021 | $419,000 | +14.2% | 4,748 | +3.5% | 0.16% | +5.3% |
| Q3 2021 | $367,000 | +0.8% | 4,586 | +0.9% | 0.15% | 0.0% |
| Q2 2021 | $364,000 | +30.5% | 4,547 | +12.9% | 0.15% | +9.4% |
| Q4 2020 | $279,000 | – | 4,029 | – | 0.14% | – |
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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% |