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 | $1,022,869 | -5.6% | 13,598 | -1.7% | 0.90% | +1.9% |
| Q2 2023 | $1,083,709 | +8.4% | 13,832 | -0.7% | 0.88% | +4.7% |
| Q1 2023 | $999,296 | +2.7% | 13,935 | -5.7% | 0.84% | -0.1% |
| Q4 2022 | $973,029 | +13.8% | 14,774 | +8.8% | 0.84% | +1.3% |
| Q3 2022 | $855,000 | -11.9% | 13,584 | -7.1% | 0.83% | +1.3% |
| Q2 2022 | $971,000 | -19.6% | 14,622 | -1.8% | 0.82% | -27.3% |
| Q1 2022 | $1,207,000 | -11.4% | 14,886 | -4.0% | 1.13% | -1.4% |
| Q4 2021 | $1,363,000 | -27.8% | 15,511 | -34.2% | 1.15% | -26.3% |
| Q3 2021 | $1,889,000 | +8.6% | 23,590 | +8.5% | 1.56% | +0.1% |
| Q2 2021 | $1,739,000 | +55.3% | 21,746 | +43.2% | 1.56% | +34.5% |
| Q1 2021 | $1,120,000 | – | 15,189 | – | 1.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 3,057,600 | $268,732,000 | 100.00% |
| Refined Wealth Management | 267,899 | $23,546,000 | 18.26% |
| Platt Investment Counsel, LLC | 231,549 | $20,351,000 | 17.36% |
| IMPACTfolio, LLC | 146,532 | $12,879,000 | 11.28% |
| Crewe Advisors LLC | 473,418 | $41,609,000 | 8.46% |
| Verde Capital Management | 218,649 | $19,217,000 | 7.32% |
| RETIREMENT CAPITAL STRATEGIES | 174,812 | $15,364,000 | 5.64% |
| Financial Network Wealth Management LLC | 117,489 | $10,326,000 | 5.23% |
| EQ LLC | 77,696 | $6,829,000 | 4.76% |
| Cedar Wealth Management, LLC | 128,472 | $11,291,000 | 4.56% |