VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,852 | +0.6% | 5,010 | +4.8% | 0.08% | +3.7% |
| Q2 2023 | $374,591 | +34.4% | 4,781 | +23.0% | 0.08% | +12.3% |
| Q1 2023 | $278,737 | -4.5% | 3,887 | -12.3% | 0.07% | +1.4% |
| Q4 2022 | $291,957 | -38.9% | 4,433 | -38.5% | 0.07% | -41.9% |
| Q2 2022 | $478,000 | -29.6% | 7,204 | -14.0% | 0.12% | -22.0% |
| Q1 2022 | $679,000 | +20.2% | 8,379 | +30.3% | 0.16% | +18.7% |
| Q4 2021 | $565,000 | +21.2% | 6,431 | +10.4% | 0.13% | +8.1% |
| Q3 2021 | $466,000 | +53.3% | 5,827 | +53.1% | 0.12% | +51.2% |
| Q2 2021 | $304,000 | +641.5% | 3,806 | +538.6% | 0.08% | +485.7% |
| Q4 2020 | $41,000 | – | 596 | – | 0.01% | – |
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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% |