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 | $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 | 2,011,035 | $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% |