VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 478 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $680,881 | +3.7% | 7,047 | 0.0% | 0.09% | +3.5% |
| Q1 2024 | $656,710 | +9.6% | 7,047 | 0.0% | 0.09% | +1.2% |
| Q4 2023 | $599,418 | +13.1% | 7,047 | 0.0% | 0.08% | +6.2% |
| Q3 2023 | $530,075 | -4.0% | 7,047 | 0.0% | 0.08% | -2.4% |
| Q2 2023 | $552,132 | +2.2% | 7,047 | -6.5% | 0.08% | -2.4% |
| Q1 2023 | $540,263 | +8.9% | 7,534 | 0.0% | 0.08% | +6.3% |
| Q4 2022 | $496,189 | +4.7% | 7,534 | 0.0% | 0.08% | -7.1% |
| Q3 2022 | $474,000 | -5.2% | 7,534 | 0.0% | 0.08% | -2.3% |
| Q2 2022 | $500,000 | -18.2% | 7,534 | 0.0% | 0.09% | -8.4% |
| Q1 2022 | $611,000 | -13.3% | 7,534 | -6.1% | 0.10% | -13.6% |
| Q4 2021 | $705,000 | +9.8% | 8,024 | 0.0% | 0.11% | 0.0% |
| Q3 2021 | $642,000 | 0.0% | 8,024 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $642,000 | +8.4% | 8,024 | 0.0% | 0.11% | -0.9% |
| Q1 2021 | $592,000 | +5.2% | 8,024 | 0.0% | 0.11% | -2.6% |
| Q4 2020 | $563,000 | – | 8,024 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oregon Health & Science University | 2,837,938 | $226,978,000 | 100.00% |
| Refined Wealth Management | 258,968 | $20,712,000 | 17.39% |
| Platt Investment Counsel, LLC | 229,288 | $18,338,000 | 15.76% |
| LEO BROKERAGE, LLC | 504,163 | $40,323,000 | 8.10% |
| Verde Capital Management | 171,637 | $13,728,000 | 5.78% |
| Financial Network Wealth Management LLC | 108,738 | $8,697,000 | 5.11% |
| Diversified Portfolios, Inc. | 153,248 | $12,257,000 | 4.62% |
| EQ LLC | 74,399 | $5,833,000 | 4.46% |
| Cedar Wealth Management, LLC | 121,301 | $9,702,000 | 4.37% |
| Stewardship Advisors, LLC | 92,011 | $7,359,000 | 2.76% |