VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 417 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,334,520 | -4.6% | 44,330 | -0.6% | 0.31% | +3.7% |
| Q2 2023 | $3,495,445 | +8.3% | 44,613 | -0.9% | 0.30% | +3.9% |
| Q1 2023 | $3,227,821 | +1.3% | 45,012 | +0.1% | 0.28% | +2.5% |
| Q4 2022 | $3,186,205 | +1261.6% | 44,952 | +1584.2% | 0.28% | +1285.0% |
| Q4 2021 | $234,000 | +9.9% | 2,669 | 0.0% | 0.02% | +5.3% |
| Q3 2021 | $213,000 | 0.0% | 2,669 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $213,000 | -2.7% | 2,669 | -10.3% | 0.02% | -9.1% |
| Q1 2021 | $219,000 | -99.9% | 2,975 | 0.0% | 0.02% | +4.8% |
| Q2 2020 | $167,760,000 | – | 2,975 | – | 0.02% | – |
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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% |