VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $355,393 | -6.8% | 4,725 | -0.7% | 0.12% | -1.6% |
Q2 2023 | $381,141 | +20.1% | 4,756 | +7.4% | 0.12% | +8.8% |
Q1 2023 | $317,468 | +7.4% | 4,427 | -1.4% | 0.11% | +3.6% |
Q4 2022 | $295,720 | +2.7% | 4,490 | -1.9% | 0.11% | -6.0% |
Q3 2022 | $288,000 | 0.0% | 4,579 | +5.7% | 0.12% | +4.5% |
Q2 2022 | $288,000 | -16.5% | 4,331 | +1.9% | 0.11% | -0.9% |
Q1 2022 | $345,000 | -8.0% | 4,252 | -0.3% | 0.11% | -4.2% |
Q4 2021 | $375,000 | +15.4% | 4,264 | +5.1% | 0.12% | +9.3% |
Q3 2021 | $325,000 | 0.0% | 4,058 | 0.0% | 0.11% | -7.7% |
Q2 2021 | $325,000 | +128.9% | 4,058 | +110.0% | 0.12% | +134.0% |
Q1 2021 | $142,000 | +34.0% | 1,932 | +27.5% | 0.05% | +25.0% |
Q4 2020 | $106,000 | +51.4% | 1,515 | +34.1% | 0.04% | +29.0% |
Q3 2020 | $70,000 | +89.2% | 1,130 | +73.8% | 0.03% | +82.4% |
Q2 2020 | $37,000 | +23.3% | 650 | 0.0% | 0.02% | +6.2% |
Q1 2020 | $30,000 | – | 650 | – | 0.02% | – |
Download |
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% |