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 | $254,845 | -5.2% | 3,388 | -1.3% | 0.00% | 0.0% |
Q2 2023 | $268,819 | +10.7% | 3,431 | +1.4% | 0.00% | 0.0% |
Q1 2023 | $242,738 | +16.1% | 3,385 | +6.6% | 0.00% | 0.0% |
Q4 2022 | $209,106 | -43.5% | 3,175 | -43.1% | 0.00% | -66.7% |
Q2 2022 | $370,000 | -23.4% | 5,576 | -6.4% | 0.01% | -14.3% |
Q1 2022 | $483,000 | -43.2% | 5,957 | -38.5% | 0.01% | -41.7% |
Q4 2021 | $851,000 | +106.1% | 9,680 | +87.9% | 0.01% | +71.4% |
Q3 2021 | $413,000 | -7.2% | 5,153 | -7.4% | 0.01% | 0.0% |
Q2 2021 | $445,000 | +7.7% | 5,563 | -0.7% | 0.01% | -12.5% |
Q1 2021 | $413,000 | +1.2% | 5,600 | -3.8% | 0.01% | 0.0% |
Q4 2020 | $408,000 | +9.7% | 5,821 | -3.3% | 0.01% | -73.3% |
Q3 2020 | $372,000 | +8.5% | 6,021 | -1.0% | 0.03% | -6.2% |
Q2 2020 | $343,000 | +66.5% | 6,083 | +35.0% | 0.03% | +28.0% |
Q1 2020 | $206,000 | – | 4,507 | – | 0.02% | – |
Download |
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% |