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 | $394,021 | -4.8% | 5,238 | -0.8% | 0.14% | -4.8% |
| Q2 2023 | $413,854 | +4.0% | 5,282 | -4.8% | 0.15% | -6.4% |
| Q1 2023 | $397,943 | +32.9% | 5,549 | +22.0% | 0.16% | +19.8% |
| Q4 2022 | $299,504 | +25.8% | 4,548 | +20.4% | 0.13% | +9.2% |
| Q3 2022 | $238,000 | -4.8% | 3,778 | +0.3% | 0.12% | -4.8% |
| Q2 2022 | $250,000 | -17.8% | 3,767 | +0.6% | 0.13% | -6.0% |
| Q1 2022 | $304,000 | -10.9% | 3,746 | -3.4% | 0.13% | -6.9% |
| Q4 2021 | $341,000 | +28.2% | 3,876 | +16.6% | 0.14% | +18.0% |
| Q3 2021 | $266,000 | +0.4% | 3,324 | +0.3% | 0.12% | -3.2% |
| Q2 2021 | $265,000 | +9.5% | 3,315 | +1.1% | 0.13% | -4.5% |
| Q1 2021 | $242,000 | +1.3% | 3,279 | -3.8% | 0.13% | -10.8% |
| Q4 2020 | $239,000 | +13.8% | 3,407 | 0.0% | 0.15% | 0.0% |
| Q3 2020 | $210,000 | – | 3,407 | – | 0.15% | – |
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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% |