VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $301,959 | +9.2% | 4,211 | +0.3% | 0.08% | +7.0% |
| Q4 2022 | $276,559 | +5.2% | 4,199 | +0.5% | 0.07% | -4.1% |
| Q3 2022 | $263,000 | -5.1% | 4,179 | +0.3% | 0.07% | 0.0% |
| Q2 2022 | $277,000 | -17.8% | 4,165 | +0.3% | 0.07% | -5.1% |
| Q1 2022 | $337,000 | -7.4% | 4,152 | +0.2% | 0.08% | -11.4% |
| Q4 2021 | $364,000 | +10.0% | 4,143 | +0.3% | 0.09% | -4.3% |
| Q3 2021 | $331,000 | +0.6% | 4,130 | +0.3% | 0.09% | -1.1% |
| Q2 2021 | $329,000 | +8.6% | 4,118 | +0.2% | 0.09% | -7.9% |
| Q1 2021 | $303,000 | +5.2% | 4,109 | +0.2% | 0.10% | -3.8% |
| Q4 2020 | $288,000 | +13.8% | 4,100 | +0.3% | 0.10% | -3.7% |
| Q3 2020 | $253,000 | +10.0% | 4,086 | +0.3% | 0.11% | +2.8% |
| Q2 2020 | $230,000 | – | 4,073 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,011,035 | $151,270,053 | 100.00% |
| Platt Investment Counsel, LLC | 368,795 | $27,740,792 | 33.10% |
| Verde Capital Management | 506,468 | $38,096,558 | 14.81% |
| IMPACTfolio, LLC | 231,427 | $17,407,963 | 12.55% |
| Financial Network Wealth Management LLC | 269,109 | $20,274 | 9.90% |
| Cedar Wealth Management, LLC | 246,534 | $18,544,282 | 7.33% |
| Crewe Advisors LLC | 346,128 | $26,035,749 | 4.50% |
| LifeGuide Financial Advisors, LLC | 96,923 | $7,290,552 | 4.26% |
| Atlantic Private Wealth, LLC | 52,564 | $3,953,870 | 3.99% |
| DHK Financial Advisors, Inc. | 51,527 | $3,875,852 | 3.45% |