VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 249 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,180 | -3.7% | 3,565 | +0.3% | 0.10% | 0.0% |
| Q2 2023 | $278,381 | +9.6% | 3,553 | +0.3% | 0.10% | +6.2% |
| Q1 2023 | $254,098 | +9.2% | 3,543 | +0.3% | 0.10% | +1.0% |
| Q4 2022 | $232,723 | -0.1% | 3,534 | +0.9% | 0.10% | -15.0% |
| Q3 2022 | $233,000 | 0.0% | 3,504 | 0.0% | 0.11% | +16.5% |
| Q2 2022 | $233,000 | -14.0% | 3,504 | +4.8% | 0.10% | -2.0% |
| Q1 2022 | $271,000 | -15.0% | 3,344 | -8.0% | 0.10% | -20.2% |
| Q4 2021 | $319,000 | +35.2% | 3,635 | +23.4% | 0.12% | +19.2% |
| Q3 2021 | $236,000 | -11.6% | 2,945 | -11.7% | 0.10% | -10.3% |
| Q2 2021 | $267,000 | +8.5% | 3,337 | +0.2% | 0.12% | -0.9% |
| Q1 2021 | $246,000 | +10.3% | 3,329 | +4.9% | 0.12% | +4.5% |
| Q4 2020 | $223,000 | +93.9% | 3,172 | +70.4% | 0.11% | +62.3% |
| Q3 2020 | $115,000 | – | 1,861 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 3,057,600 | $268,732,000 | 100.00% |
| Refined Wealth Management | 267,899 | $23,546,000 | 18.26% |
| Platt Investment Counsel, LLC | 231,549 | $20,351,000 | 17.36% |
| IMPACTfolio, LLC | 146,532 | $12,879,000 | 11.28% |
| Crewe Advisors LLC | 473,418 | $41,609,000 | 8.46% |
| Verde Capital Management | 218,649 | $19,217,000 | 7.32% |
| RETIREMENT CAPITAL STRATEGIES | 174,812 | $15,364,000 | 5.64% |
| Financial Network Wealth Management LLC | 117,489 | $10,326,000 | 5.23% |
| EQ LLC | 77,696 | $6,829,000 | 4.76% |
| Cedar Wealth Management, LLC | 128,472 | $11,291,000 | 4.56% |