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 | $548,504 | -4.0% | 7,292 | -0.0% | 0.14% | -1.4% |
| Q2 2023 | $571,563 | +9.3% | 7,295 | 0.0% | 0.14% | +5.2% |
| Q1 2023 | $523,124 | +8.9% | 7,295 | 0.0% | 0.13% | +7.2% |
| Q4 2022 | $480,449 | +19.8% | 7,295 | +14.5% | 0.12% | +9.6% |
| Q3 2022 | $401,000 | +34.1% | 6,370 | +41.6% | 0.11% | +40.7% |
| Q2 2022 | $299,000 | +11.6% | 4,500 | +47.5% | 0.08% | +32.8% |
| Q4 2021 | $268,000 | – | 3,050 | – | 0.06% | – |
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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% |