VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $221,946 | +4.7% | 3,370 | 0.0% | 0.19% | +1.6% |
| Q3 2022 | $212,000 | -7.0% | 3,370 | -1.7% | 0.19% | -6.4% |
| Q2 2022 | $228,000 | -48.1% | 3,428 | -36.6% | 0.20% | -45.0% |
| Q1 2022 | $439,000 | -98.1% | 5,410 | -98.0% | 0.37% | -98.0% |
| Q4 2021 | $23,546,000 | +11.5% | 267,899 | +1.6% | 18.26% | +6.8% |
| Q3 2021 | $21,113,000 | +1.9% | 263,708 | +1.8% | 17.10% | -1.7% |
| Q2 2021 | $20,712,000 | – | 258,968 | – | 17.39% | – |
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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% |