VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 364 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,544,282 | -4.3% | 246,534 | -0.3% | 7.33% | -2.1% |
| Q2 2023 | $19,383,089 | +7.7% | 247,391 | -1.5% | 7.49% | +1.7% |
| Q1 2023 | $18,004,974 | +8.3% | 251,080 | -0.5% | 7.37% | -10.2% |
| Q4 2022 | $16,619,284 | +3.4% | 252,343 | -1.2% | 8.21% | +2.8% |
| Q3 2022 | $16,066,000 | -4.8% | 255,378 | +0.5% | 7.98% | +3.4% |
| Q2 2022 | $16,876,000 | -10.6% | 254,150 | +9.2% | 7.72% | +1.2% |
| Q1 2022 | $18,870,000 | +67.1% | 232,729 | +81.2% | 7.63% | +67.3% |
| Q4 2021 | $11,291,000 | +16.0% | 128,472 | +5.7% | 4.56% | +5.4% |
| Q3 2021 | $9,730,000 | +0.3% | 121,537 | +0.2% | 4.33% | -1.0% |
| Q2 2021 | $9,702,000 | +14.6% | 121,301 | +5.7% | 4.37% | +3.8% |
| Q1 2021 | $8,467,000 | – | 114,812 | – | 4.21% | – |
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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% |