VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 393 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 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% |