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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $239,614 | +13.6% | 2,817 | +0.5% | 0.18% | -2.7% |
| Q3 2023 | $210,842 | -29.3% | 2,803 | -26.4% | 0.18% | -24.2% |
| Q2 2023 | $298,278 | -22.4% | 3,807 | -29.3% | 0.24% | -30.7% |
| Q1 2023 | $384,544 | +53.9% | 5,388 | +42.1% | 0.35% | +40.8% |
| Q4 2022 | $249,833 | -75.9% | 3,793 | -77.0% | 0.25% | -78.1% |
| Q3 2022 | $1,035,000 | -18.3% | 16,460 | -13.7% | 1.14% | -11.7% |
| Q2 2022 | $1,267,000 | +20.2% | 19,076 | +46.8% | 1.30% | +51.4% |
| Q1 2022 | $1,054,000 | +22.0% | 12,996 | +32.2% | 0.86% | +43.4% |
| Q4 2021 | $864,000 | +3.5% | 9,833 | +1.3% | 0.60% | -1.8% |
| Q3 2021 | $835,000 | +3.3% | 9,703 | -2.8% | 0.61% | -4.1% |
| Q2 2021 | $808,000 | – | 9,986 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,011,035 | $151,270,053 | 100.00% |
| Platt Investment Counsel, LLC | 368,795 | $27,740,792 | 33.10% |
| Verde Capital Management | 506,468 | $38,096,558 | 14.81% |
| IMPACTfolio, LLC | 231,427 | $17,407,963 | 12.55% |
| Financial Network Wealth Management LLC | 269,109 | $20,274 | 9.90% |
| Cedar Wealth Management, LLC | 246,534 | $18,544,282 | 7.33% |
| Crewe Advisors LLC | 346,128 | $26,035,749 | 4.50% |
| LifeGuide Financial Advisors, LLC | 96,923 | $7,290,552 | 4.26% |
| Atlantic Private Wealth, LLC | 52,564 | $3,953,870 | 3.99% |
| DHK Financial Advisors, Inc. | 51,527 | $3,875,852 | 3.45% |