VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 119 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,803,367 | -0.8% | 37,269 | +3.3% | 1.41% | +3.0% |
| Q2 2023 | $2,825,415 | +7.7% | 36,061 | -1.4% | 1.37% | +1.6% |
| Q1 2023 | $2,622,327 | +4.3% | 36,569 | -4.2% | 1.35% | -0.7% |
| Q4 2022 | $2,514,452 | +6.5% | 38,179 | +3.2% | 1.36% | -4.0% |
| Q3 2022 | $2,360,000 | -3.6% | 36,978 | +0.3% | 1.41% | +1.1% |
| Q2 2022 | $2,448,000 | -7.7% | 36,867 | +14.4% | 1.40% | +9.2% |
| Q1 2022 | $2,651,000 | -3.0% | 32,213 | +3.5% | 1.28% | -5.4% |
| Q4 2021 | $2,734,000 | +43.8% | 31,110 | +31.8% | 1.35% | +26.9% |
| Q3 2021 | $1,901,000 | +3.0% | 23,611 | +2.3% | 1.07% | +0.7% |
| Q2 2021 | $1,846,000 | +27.0% | 23,084 | +24.3% | 1.06% | +32.5% |
| Q1 2021 | $1,454,000 | +8.6% | 18,578 | -2.6% | 0.80% | +3.6% |
| Q4 2020 | $1,339,000 | +25.1% | 19,080 | +10.2% | 0.77% | +12.2% |
| Q3 2020 | $1,070,000 | +10.1% | 17,307 | +0.4% | 0.69% | -0.7% |
| Q2 2020 | $972,000 | +58.8% | 17,235 | +29.0% | 0.69% | +32.8% |
| Q1 2020 | $612,000 | +60.6% | 13,357 | +98.2% | 0.52% | +70.6% |
| Q4 2019 | $381,000 | – | 6,740 | – | 0.31% | – |
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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% |