VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,094 | -7.7% | 9,972 | -3.9% | 0.32% | -6.9% |
| Q2 2023 | $812,646 | +7.4% | 10,372 | -1.7% | 0.35% | +2.0% |
| Q1 2023 | $756,756 | +8.6% | 10,553 | -0.3% | 0.34% | +3.0% |
| Q4 2022 | $697,062 | +12.4% | 10,584 | +7.3% | 0.33% | +0.9% |
| Q3 2022 | $620,000 | -0.8% | 9,861 | +4.7% | 0.33% | +3.1% |
| Q2 2022 | $625,000 | -17.4% | 9,415 | +0.8% | 0.32% | -7.3% |
| Q1 2022 | $757,000 | +8.0% | 9,340 | +17.1% | 0.34% | +11.3% |
| Q4 2021 | $701,000 | +2.5% | 7,974 | 0.0% | 0.31% | -0.3% |
| Q3 2021 | $684,000 | +47.4% | 7,974 | +37.5% | 0.31% | +31.4% |
| Q2 2021 | $464,000 | +4.7% | 5,798 | -3.5% | 0.24% | -2.1% |
| Q1 2021 | $443,000 | +45.2% | 6,010 | +38.4% | 0.24% | +31.7% |
| Q4 2020 | $305,000 | – | 4,343 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 3,057,600 | $268,732,000 | 100.00% |
| Refined Wealth Management | 267,899 | $23,546,000 | 18.26% |
| Platt Investment Counsel, LLC | 231,549 | $20,351,000 | 17.36% |
| IMPACTfolio, LLC | 146,532 | $12,879,000 | 11.28% |
| Crewe Advisors LLC | 473,418 | $41,609,000 | 8.46% |
| Verde Capital Management | 218,649 | $19,217,000 | 7.32% |
| RETIREMENT CAPITAL STRATEGIES | 174,812 | $15,364,000 | 5.64% |
| Financial Network Wealth Management LLC | 117,489 | $10,326,000 | 5.23% |
| EQ LLC | 77,696 | $6,829,000 | 4.76% |
| Cedar Wealth Management, LLC | 128,472 | $11,291,000 | 4.56% |