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 | $577,682 | -9.2% | 7,680 | -5.4% | 0.03% | -10.3% |
| Q2 2023 | $635,891 | +19.6% | 8,116 | +9.5% | 0.03% | +11.5% |
| Q1 2023 | $531,483 | -29.3% | 7,412 | -35.1% | 0.03% | -36.6% |
| Q4 2022 | $752,043 | +159.3% | 11,419 | +148.0% | 0.04% | +127.8% |
| Q3 2022 | $290,000 | -5.2% | 4,605 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $306,000 | -18.0% | 4,605 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $373,000 | -7.9% | 4,605 | 0.0% | 0.02% | -13.6% |
| Q4 2021 | $405,000 | +9.8% | 4,605 | 0.0% | 0.02% | +4.8% |
| Q3 2021 | $369,000 | +0.3% | 4,605 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $368,000 | +8.2% | 4,605 | 0.0% | 0.02% | +37.5% |
| Q1 2021 | $340,000 | +5.3% | 4,605 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $323,000 | +3.9% | 4,605 | -8.4% | 0.02% | -37.0% |
| Q3 2020 | $311,000 | +9.9% | 5,027 | 0.0% | 0.03% | +3.8% |
| Q2 2020 | $283,000 | +14.1% | 5,027 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $248,000 | +11.7% | 5,027 | +28.0% | 0.03% | +18.2% |
| Q4 2019 | $222,000 | +8.8% | 3,927 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $204,000 | +26.7% | 3,927 | +24.7% | 0.02% | +27.8% |
| Q2 2019 | $161,000 | +59.4% | 3,148 | +52.2% | 0.02% | +50.0% |
| Q1 2019 | $101,000 | – | 2,068 | – | 0.01% | – |
Download | ||||||
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% |