VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,224,388 | -40.9% | 96,043 | -38.4% | 1.98% | -40.1% |
| Q2 2023 | $12,220,430 | +1.0% | 155,972 | -7.6% | 3.31% | -12.1% |
| Q1 2023 | $12,098,603 | +4.4% | 168,716 | -4.1% | 3.76% | -5.2% |
| Q4 2022 | $11,587,887 | +10.1% | 175,947 | +5.2% | 3.97% | +7.9% |
| Q3 2022 | $10,527,000 | -4.4% | 167,329 | +0.9% | 3.68% | -1.8% |
| Q2 2022 | $11,013,000 | +11.9% | 165,860 | +36.7% | 3.75% | +21.9% |
| Q1 2022 | $9,838,000 | -3.7% | 121,339 | +4.4% | 3.08% | -0.3% |
| Q4 2021 | $10,216,000 | +22.7% | 116,237 | +11.8% | 3.08% | +10.5% |
| Q3 2021 | $8,323,000 | +11.1% | 103,954 | +11.0% | 2.79% | +10.0% |
| Q2 2021 | $7,490,000 | +21.1% | 93,650 | +11.7% | 2.54% | +12.0% |
| Q1 2021 | $6,184,000 | +119.8% | 83,847 | +109.1% | 2.27% | +98.3% |
| Q4 2020 | $2,813,000 | +722.5% | 40,093 | +624.7% | 1.14% | +489.2% |
| Q3 2020 | $342,000 | – | 5,532 | – | 0.19% | – |
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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% |