VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,749 | -4.0% | 5,793 | 0.0% | 0.21% | +4.0% |
| Q2 2023 | $453,882 | +9.3% | 5,793 | 0.0% | 0.20% | +9.9% |
| Q1 2023 | $415,416 | +8.9% | 5,793 | 0.0% | 0.18% | +10.4% |
| Q4 2022 | $381,527 | +4.8% | 5,793 | 0.0% | 0.16% | 0.0% |
| Q3 2022 | $364,000 | -5.5% | 5,793 | 0.0% | 0.16% | +3.1% |
| Q2 2022 | $385,000 | -18.1% | 5,793 | 0.0% | 0.16% | -7.0% |
| Q1 2022 | $470,000 | -7.7% | 5,793 | 0.0% | 0.17% | -11.9% |
| Q4 2021 | $509,000 | +9.7% | 5,793 | 0.0% | 0.19% | -2.5% |
| Q3 2021 | $464,000 | +0.2% | 5,793 | 0.0% | 0.20% | +1.0% |
| Q2 2021 | $463,000 | -6.3% | 5,793 | -13.5% | 0.20% | -13.2% |
| Q1 2021 | $494,000 | +5.1% | 6,700 | 0.0% | 0.23% | +2.3% |
| Q4 2020 | $470,000 | +13.5% | 6,700 | 0.0% | 0.22% | -10.8% |
| Q3 2020 | $414,000 | +9.5% | 6,700 | 0.0% | 0.25% | -0.8% |
| Q2 2020 | $378,000 | +23.1% | 6,700 | 0.0% | 0.25% | +9.6% |
| Q1 2020 | $307,000 | -19.0% | 6,700 | 0.0% | 0.23% | -23.7% |
| Q4 2019 | $379,000 | – | 6,700 | – | 0.30% | – |
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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% |