VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 165 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,942 | +0.7% | 3,562 | +4.9% | 0.08% | -2.5% |
| Q2 2023 | $265,995 | -14.7% | 3,395 | -22.0% | 0.08% | -23.1% |
| Q1 2023 | $311,942 | -33.6% | 4,350 | -39.0% | 0.10% | -38.1% |
| Q4 2022 | $469,450 | -3.4% | 7,128 | -7.8% | 0.17% | -10.6% |
| Q3 2022 | $486,000 | -9.5% | 7,728 | -4.5% | 0.19% | -6.5% |
| Q2 2022 | $537,000 | -18.6% | 8,093 | -0.6% | 0.20% | -6.5% |
| Q1 2022 | $660,000 | -1.0% | 8,138 | +7.2% | 0.22% | -0.9% |
| Q4 2021 | $667,000 | +6.0% | 7,593 | -3.3% | 0.22% | +16.7% |
| Q3 2021 | $629,000 | +2.4% | 7,854 | +2.4% | 0.19% | +2.2% |
| Q2 2021 | $614,000 | +21.6% | 7,672 | +12.0% | 0.18% | +5.2% |
| Q1 2021 | $505,000 | +4.1% | 6,853 | -0.8% | 0.17% | -0.6% |
| Q4 2020 | $485,000 | +12.0% | 6,906 | -1.4% | 0.17% | -2.2% |
| Q3 2020 | $433,000 | -6.1% | 7,004 | -14.3% | 0.18% | -29.4% |
| Q2 2020 | $461,000 | +24.9% | 8,177 | +1.6% | 0.25% | -1.6% |
| Q1 2020 | $369,000 | – | 8,048 | – | 0.26% | – |
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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% |