VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 298 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,414,243 | -7.1% | 24,987 | -10.4% | 0.28% | -14.8% |
| Q1 2024 | $2,599,911 | +10.2% | 27,899 | +0.6% | 0.33% | +0.9% |
| Q4 2023 | $2,358,478 | +36.6% | 27,727 | +20.8% | 0.33% | +40.9% |
| Q3 2023 | $1,727,144 | +26.0% | 22,961 | +31.3% | 0.23% | +17.8% |
| Q2 2023 | $1,370,342 | -6.5% | 17,490 | -14.4% | 0.20% | -14.7% |
| Q1 2023 | $1,466,039 | +12.8% | 20,444 | +3.6% | 0.23% | +0.9% |
| Q4 2022 | $1,299,747 | +13.4% | 19,735 | +8.3% | 0.23% | -20.2% |
| Q3 2022 | $1,146,000 | -16.0% | 18,217 | -11.3% | 0.29% | -25.3% |
| Q2 2022 | $1,364,000 | -19.1% | 20,535 | -1.3% | 0.38% | -8.6% |
| Q1 2022 | $1,687,000 | +86.6% | 20,809 | +102.3% | 0.42% | +78.7% |
| Q4 2021 | $904,000 | +28.8% | 10,284 | +17.4% | 0.24% | +2.6% |
| Q3 2021 | $702,000 | +34.7% | 8,763 | +34.6% | 0.23% | +38.8% |
| Q2 2021 | $521,000 | +59.8% | 6,512 | +47.5% | 0.16% | +41.0% |
| Q1 2021 | $326,000 | – | 4,416 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oregon Health & Science University | 2,837,938 | $226,978,000 | 100.00% |
| Refined Wealth Management | 258,968 | $20,712,000 | 17.39% |
| Platt Investment Counsel, LLC | 229,288 | $18,338,000 | 15.76% |
| LEO BROKERAGE, LLC | 504,163 | $40,323,000 | 8.10% |
| Verde Capital Management | 171,637 | $13,728,000 | 5.78% |
| Financial Network Wealth Management LLC | 108,738 | $8,697,000 | 5.11% |
| Diversified Portfolios, Inc. | 153,248 | $12,257,000 | 4.62% |
| EQ LLC | 74,399 | $5,833,000 | 4.46% |
| Cedar Wealth Management, LLC | 121,301 | $9,702,000 | 4.37% |
| Stewardship Advisors, LLC | 92,011 | $7,359,000 | 2.76% |