VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,628,116 | +8.9% | 48,233 | +13.5% | 0.04% | -16.7% |
| Q2 2023 | $3,330,822 | +57.6% | 42,513 | +44.2% | 0.05% | +50.0% |
| Q1 2023 | $2,113,611 | +5.1% | 29,475 | -3.5% | 0.04% | -7.7% |
| Q4 2022 | $2,011,122 | +39.4% | 30,539 | +33.3% | 0.04% | +21.9% |
| Q3 2022 | $1,443,000 | -10.1% | 22,904 | -5.4% | 0.03% | -5.9% |
| Q2 2022 | $1,605,000 | -38.0% | 24,222 | -24.1% | 0.03% | -2.9% |
| Q1 2022 | $2,588,000 | +117.1% | 31,919 | +135.4% | 0.04% | +12.9% |
| Q4 2021 | $1,192,000 | +28.9% | 13,559 | +17.4% | 0.03% | +34.8% |
| Q3 2021 | $925,000 | +29.9% | 11,553 | +29.8% | 0.02% | -8.0% |
| Q2 2021 | $712,000 | +55.5% | 8,901 | +43.9% | 0.02% | -10.7% |
| Q1 2021 | $458,000 | +20.5% | 6,186 | +14.3% | 0.03% | +7.7% |
| Q4 2020 | $380,000 | -26.1% | 5,412 | -35.0% | 0.03% | -48.0% |
| Q3 2020 | $514,000 | +22.1% | 8,321 | +11.2% | 0.05% | +19.0% |
| Q2 2020 | $421,000 | +65.7% | 7,480 | +34.8% | 0.04% | +5.0% |
| Q1 2020 | $254,000 | – | 5,549 | – | 0.04% | – |
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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% |