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 | $562,119 | -29.9% | 7,473 | -26.9% | 0.05% | -28.2% |
| Q2 2023 | $801,442 | +35.4% | 10,229 | +23.9% | 0.07% | +29.1% |
| Q1 2023 | $591,966 | -56.2% | 8,255 | -59.8% | 0.06% | -59.3% |
| Q4 2022 | $1,351,381 | -11.3% | 20,519 | -15.3% | 0.14% | -15.6% |
| Q3 2022 | $1,524,000 | -16.8% | 24,220 | -12.2% | 0.16% | -14.4% |
| Q2 2022 | $1,831,000 | +55.6% | 27,577 | +90.0% | 0.19% | +83.3% |
| Q1 2022 | $1,177,000 | – | 14,517 | – | 0.10% | – |
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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% |