VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. 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 | 2,643,882 | $166,327,000 | 100.00% |
Platt Investment Counsel, LLC | 319,631 | $20,108,000 | 29.20% |
Verde Capital Management | 513,645 | $32,313,000 | 15.71% |
IMPACTfolio, LLC | 202,728 | $12,754,000 | 12.44% |
Cedar Wealth Management, LLC | 255,378 | $16,066,000 | 7.98% |
Financial Network Wealth Management LLC | 201,441 | $12,673,000 | 7.91% |
CBIZ Investment Advisory Services, LLC | 80,000 | $5,033,000 | 5.06% |
EQ LLC | 84,319 | $5,305,000 | 4.58% |
Crewe Advisors LLC | 368,077 | $23,156,000 | 4.18% |
Affinity Capital Advisors, LLC | 167,329 | $10,527,000 | 3.68% |