VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,096,558 | -1.4% | 506,468 | +2.7% | 14.81% | +1.1% |
| Q2 2023 | $38,634,166 | +12.9% | 493,097 | +3.3% | 14.66% | +2.7% |
| Q1 2023 | $34,232,525 | +9.1% | 477,375 | +0.2% | 14.28% | -4.8% |
| Q4 2022 | $31,377,852 | -2.9% | 476,433 | -7.2% | 14.99% | -4.6% |
| Q3 2022 | $32,313,000 | +4.8% | 513,645 | +10.6% | 15.71% | +11.1% |
| Q2 2022 | $30,823,000 | +65.0% | 464,356 | +101.6% | 14.15% | +91.2% |
| Q1 2022 | $18,677,000 | -2.8% | 230,354 | +5.4% | 7.40% | +1.1% |
| Q4 2021 | $19,217,000 | +18.6% | 218,649 | +8.1% | 7.32% | +8.5% |
| Q3 2021 | $16,197,000 | +18.0% | 202,311 | +17.9% | 6.74% | +16.7% |
| Q2 2021 | $13,728,000 | – | 171,637 | – | 5.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,324,535 | $166,692,405 | 100.00% |
| Platt Investment Counsel, LLC | 318,000 | $22,803,811 | 30.48% |
| Verde Capital Management | 477,375 | $34,232,525 | 14.28% |
| IMPACTfolio, LLC | 188,942 | $13,549,030 | 11.34% |
| Financial Network Wealth Management LLC | 218,901 | $15,697,391 | 7.77% |
| LEO BROKERAGE, LLC | 696,180 | $49,967,741 | 7.46% |
| Cedar Wealth Management, LLC | 251,080 | $18,004,974 | 7.37% |
| EQ LLC | 85,006 | $6,095,787 | 4.63% |
| Atlantic Private Wealth, LLC | 52,252 | $3,746,991 | 3.94% |
| Affinity Capital Advisors, LLC | 168,716 | $12,098,603 | 3.76% |