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 | $1,004,714 | -4.0% | 13,357 | 0.0% | 0.27% | +1.5% |
| Q2 2023 | $1,046,521 | +9.3% | 13,357 | +0.1% | 0.26% | +0.8% |
| Q1 2023 | $957,257 | +10.2% | 13,349 | +1.2% | 0.26% | +1.6% |
| Q4 2022 | $868,825 | +7.8% | 13,192 | +2.9% | 0.26% | -2.3% |
| Q3 2022 | $806,000 | -6.3% | 12,817 | -1.1% | 0.26% | -0.8% |
| Q2 2022 | $860,000 | -18.5% | 12,957 | -0.5% | 0.27% | -5.3% |
| Q1 2022 | $1,055,000 | -5.0% | 13,018 | +3.0% | 0.28% | +18.6% |
| Q4 2021 | $1,111,000 | +9.8% | 12,642 | 0.0% | 0.24% | -7.1% |
| Q3 2021 | $1,012,000 | +0.1% | 12,642 | 0.0% | 0.26% | -0.4% |
| Q2 2021 | $1,011,000 | +8.7% | 12,642 | +0.2% | 0.26% | +2.8% |
| Q1 2021 | $930,000 | +36.8% | 12,616 | +30.2% | 0.25% | +33.2% |
| Q4 2020 | $680,000 | +30.5% | 9,690 | +18.2% | 0.19% | +29.0% |
| Q3 2020 | $521,000 | +25.5% | 8,201 | +11.5% | 0.14% | +3.6% |
| Q2 2020 | $415,000 | +32.6% | 7,354 | +7.8% | 0.14% | +7.7% |
| Q1 2020 | $313,000 | – | 6,825 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,011,035 | $151,270,053 | 100.00% |
| Platt Investment Counsel, LLC | 368,795 | $27,740,792 | 33.10% |
| Verde Capital Management | 506,468 | $38,096,558 | 14.81% |
| IMPACTfolio, LLC | 231,427 | $17,407,963 | 12.55% |
| Financial Network Wealth Management LLC | 269,109 | $20,274 | 9.90% |
| Cedar Wealth Management, LLC | 246,534 | $18,544,282 | 7.33% |
| Crewe Advisors LLC | 346,128 | $26,035,749 | 4.50% |
| LifeGuide Financial Advisors, LLC | 96,923 | $7,290,552 | 4.26% |
| Atlantic Private Wealth, LLC | 52,564 | $3,953,870 | 3.99% |
| DHK Financial Advisors, Inc. | 51,527 | $3,875,852 | 3.45% |