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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $295 | -24.0% | 3,474 | -32.7% | 0.02% | -23.8% |
| Q3 2023 | $388 | -3.5% | 5,159 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $402 | +15.2% | 5,136 | +3.8% | 0.02% | +10.5% |
| Q1 2023 | $349 | +7.1% | 4,948 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $326 | -99.9% | 4,948 | -12.7% | 0.02% | -20.8% |
| Q3 2022 | $357,000 | +17.4% | 5,669 | +23.9% | 0.02% | +20.0% |
| Q2 2022 | $304,000 | -11.4% | 4,576 | +8.1% | 0.02% | -9.1% |
| Q1 2022 | $343,000 | -3.1% | 4,235 | +5.1% | 0.02% | -4.3% |
| Q4 2021 | $354,000 | – | 4,028 | – | 0.02% | – |
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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% |