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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,324,535 | $166,692,405 | 100.00% |
| Platt Investment Counsel, LLC | 318,000 | $22,803,811 | 30.48% |
| Verde Capital Management | 477,375 | $34,232,525 | 14.28% |
| IMPACTfolio, LLC | 188,942 | $13,549,030 | 11.34% |
| Financial Network Wealth Management LLC | 218,901 | $15,697,391 | 7.77% |
| LEO BROKERAGE, LLC | 696,180 | $49,967,741 | 7.46% |
| Cedar Wealth Management, LLC | 251,080 | $18,004,974 | 7.37% |
| EQ LLC | 85,006 | $6,095,787 | 4.63% |
| Atlantic Private Wealth, LLC | 52,252 | $3,746,991 | 3.94% |
| Affinity Capital Advisors, LLC | 168,716 | $12,098,603 | 3.76% |