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 | $2,829,841 | -3.9% | 37,616 | +0.1% | 0.69% | -2.3% |
| Q2 2023 | $2,943,645 | +5.7% | 37,570 | -3.3% | 0.70% | +0.1% |
| Q1 2023 | $2,785,879 | +5.5% | 38,849 | -3.1% | 0.70% | -2.2% |
| Q4 2022 | $2,640,933 | +7.1% | 40,099 | +2.3% | 0.72% | 0.0% |
| Q3 2022 | $2,466,000 | -4.4% | 39,195 | +0.9% | 0.72% | -2.7% |
| Q2 2022 | $2,580,000 | -14.3% | 38,851 | +4.7% | 0.74% | -3.5% |
| Q1 2022 | $3,009,000 | -0.6% | 37,108 | +7.8% | 0.76% | +1.5% |
| Q4 2021 | $3,026,000 | +19.0% | 34,424 | +8.4% | 0.75% | +10.6% |
| Q3 2021 | $2,542,000 | +0.8% | 31,752 | +0.7% | 0.68% | -1.3% |
| Q2 2021 | $2,522,000 | +27.6% | 31,534 | +17.7% | 0.69% | +14.2% |
| Q1 2021 | $1,976,000 | +4.7% | 26,792 | -0.3% | 0.60% | +0.5% |
| Q4 2020 | $1,887,000 | +11.7% | 26,886 | -1.7% | 0.60% | +2.9% |
| Q3 2020 | $1,690,000 | +3.0% | 27,340 | -6.0% | 0.58% | -2.8% |
| Q2 2020 | $1,640,000 | +21.5% | 29,075 | -1.4% | 0.60% | +6.5% |
| Q1 2020 | $1,350,000 | +61.3% | 29,480 | +99.3% | 0.56% | +84.0% |
| Q4 2019 | $837,000 | +58.5% | 14,795 | +45.5% | 0.31% | +44.8% |
| Q3 2019 | $528,000 | +72.5% | 10,170 | +69.8% | 0.21% | +65.6% |
| Q2 2019 | $306,000 | – | 5,990 | – | 0.13% | – |
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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% |