VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,904 | -11.2% | 3,535 | -7.5% | 0.08% | -14.8% |
| Q2 2023 | $299,524 | +9.5% | 3,823 | +0.3% | 0.09% | +11.4% |
| Q1 2023 | $273,455 | +108846.2% | 3,813 | +0.2% | 0.08% | -2.5% |
| Q4 2022 | $251 | -99.9% | 3,804 | +0.4% | 0.08% | -2.4% |
| Q3 2022 | $238,000 | -6.3% | 3,787 | -1.0% | 0.08% | +1.2% |
| Q2 2022 | $254,000 | -19.4% | 3,825 | -1.6% | 0.08% | -5.7% |
| Q1 2022 | $315,000 | -4.5% | 3,889 | +3.5% | 0.09% | -5.4% |
| Q4 2021 | $330,000 | +10.0% | 3,758 | +0.2% | 0.09% | +1.1% |
| Q3 2021 | $300,000 | +11.9% | 3,751 | +12.0% | 0.09% | +11.0% |
| Q2 2021 | $268,000 | +8.5% | 3,350 | +0.1% | 0.08% | +2.5% |
| Q1 2021 | $247,000 | +12.3% | 3,345 | +6.6% | 0.08% | +3.9% |
| Q4 2020 | $220,000 | +13.4% | 3,139 | +0.3% | 0.08% | -1.3% |
| Q3 2020 | $194,000 | +86.5% | 3,131 | +69.1% | 0.08% | +143.8% |
| Q2 2020 | $104,000 | +642.9% | 1,852 | +517.3% | 0.03% | +433.3% |
| Q1 2020 | $14,000 | -17.6% | 300 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $17,000 | +13.3% | 300 | 0.0% | 0.01% | -22.2% |
| Q3 2019 | $15,000 | – | 300 | – | 0.01% | – |
Download | ||||||
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% |