VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,398,340 | -9.7% | 18,590 | -6.0% | 0.29% | -9.3% |
| Q2 2023 | $1,548,823 | +21.5% | 19,768 | +11.2% | 0.32% | +14.2% |
| Q1 2023 | $1,274,430 | +12.8% | 17,772 | +3.6% | 0.28% | +6.8% |
| Q4 2022 | $1,129,499 | +17.9% | 17,150 | +12.6% | 0.26% | +9.6% |
| Q3 2022 | $958,000 | +9.7% | 15,227 | +15.9% | 0.24% | +12.7% |
| Q2 2022 | $873,000 | +6.9% | 13,143 | +30.4% | 0.21% | +0.9% |
| Q1 2022 | $817,000 | +120.8% | 10,077 | +139.4% | 0.21% | +115.3% |
| Q4 2021 | $370,000 | – | 4,209 | – | 0.10% | – |
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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% |