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 | $2,072 | +21.9% | 27,569 | +27.1% | 1.81% | +28.4% |
| Q2 2023 | $1,700 | +25.2% | 21,699 | +13.7% | 1.41% | +13.8% |
| Q1 2023 | $1,358 | +10.0% | 19,078 | +1.8% | 1.24% | +5.3% |
| Q4 2022 | $1,234 | -99.9% | 18,746 | +25.8% | 1.17% | +25.6% |
| Q3 2022 | $937,000 | +49.2% | 14,905 | +57.2% | 0.93% | -53.6% |
| Q2 2022 | $628,000 | -47.5% | 9,483 | -35.8% | 2.01% | +132.2% |
| Q1 2022 | $1,196,000 | -8.3% | 14,779 | -0.4% | 0.87% | -2.7% |
| Q4 2021 | $1,304,000 | +16.5% | 14,832 | +6.1% | 0.89% | +2.1% |
| Q3 2021 | $1,119,000 | -2.2% | 13,983 | -2.3% | 0.87% | -6.0% |
| Q2 2021 | $1,144,000 | +9.1% | 14,308 | +0.6% | 0.93% | -1.1% |
| Q1 2021 | $1,049,000 | +6.6% | 14,224 | +1.4% | 0.94% | -0.8% |
| Q4 2020 | $984,000 | – | 14,024 | – | 0.95% | – |
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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% |