VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,006,615 | -29.6% | 30,460 | -32.8% | 0.83% | -33.8% |
| Q3 2022 | $2,852,000 | +13.4% | 45,345 | +19.8% | 1.25% | +21.6% |
| Q2 2022 | $2,515,000 | -27.1% | 37,862 | -11.1% | 1.03% | -8.9% |
| Q1 2022 | $3,451,000 | -11.4% | 42,568 | -4.0% | 1.13% | +2.4% |
| Q4 2021 | $3,896,000 | +34.8% | 44,327 | +22.8% | 1.10% | +31.3% |
| Q3 2021 | $2,891,000 | +34.5% | 36,105 | +34.3% | 0.84% | +37.0% |
| Q2 2021 | $2,150,000 | +80.5% | 26,880 | +66.4% | 0.61% | +64.3% |
| Q1 2021 | $1,191,000 | -68.5% | 16,152 | -70.0% | 0.37% | -69.3% |
| Q4 2020 | $3,784,000 | – | 53,928 | – | 1.22% | – |
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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% |