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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $36,433 | +9.3% | 465 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $33,346 | +1.3% | 465 | -7.0% | 0.00% | 0.0% |
Q4 2022 | $32,930 | +6.2% | 500 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $31,000 | -16.2% | 500 | -9.1% | 0.00% | -20.0% |
Q2 2022 | $37,000 | -17.8% | 550 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $45,000 | -6.2% | 550 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $48,000 | +9.1% | 550 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $44,000 | -15.4% | 550 | -15.4% | 0.01% | -16.7% |
Q2 2021 | $52,000 | +8.3% | 650 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $48,000 | -2.0% | 650 | -7.1% | 0.01% | -14.3% |
Q4 2020 | $49,000 | +14.0% | 700 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $43,000 | -4.4% | 700 | -12.5% | 0.01% | -12.5% |
Q2 2020 | $45,000 | +21.6% | 800 | 0.0% | 0.01% | +14.3% |
Q1 2020 | $37,000 | -17.8% | 800 | 0.0% | 0.01% | -41.7% |
Q4 2019 | $45,000 | +7.1% | 800 | 0.0% | 0.01% | +9.1% |
Q3 2019 | $42,000 | +2.4% | 800 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $41,000 | +5.1% | 800 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $39,000 | – | 800 | – | 0.01% | – |
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% |