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 | $1,217,735 | -4.0% | 16,189 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $1,268,407 | +9.3% | 16,189 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $1,160,912 | +12.7% | 16,189 | +3.5% | 0.04% | +2.9% |
| Q4 2022 | $1,030,313 | +53.5% | 15,644 | +46.7% | 0.03% | +36.0% |
| Q3 2022 | $671,000 | +47.8% | 10,664 | +56.0% | 0.02% | +47.1% |
| Q2 2022 | $454,000 | -18.1% | 6,837 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $554,000 | +78.7% | 6,837 | +93.6% | 0.02% | +80.0% |
| Q4 2021 | $310,000 | +9.5% | 3,532 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $283,000 | +14.1% | 3,532 | +13.7% | 0.01% | +10.0% |
| Q2 2021 | $248,000 | +8.3% | 3,106 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $229,000 | – | 3,106 | – | 0.01% | – |
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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% |