VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 409 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,740,792 | -4.8% | 368,795 | -0.8% | 33.10% | +0.2% |
| Q2 2023 | $29,133,384 | +27.8% | 371,836 | +16.9% | 33.05% | +8.4% |
| Q1 2023 | $22,803,811 | +8.0% | 318,000 | -0.8% | 30.48% | +1.6% |
| Q4 2022 | $21,108,883 | +5.0% | 320,511 | +0.3% | 30.01% | +2.8% |
| Q3 2022 | $20,108,000 | +3.4% | 319,631 | +9.1% | 29.20% | +10.5% |
| Q2 2022 | $19,453,000 | -6.0% | 292,973 | +14.8% | 26.43% | +37.4% |
| Q1 2022 | $20,694,000 | +1.7% | 255,233 | +10.2% | 19.24% | +10.8% |
| Q4 2021 | $20,351,000 | +10.8% | 231,549 | +1.0% | 17.36% | +6.5% |
| Q3 2021 | $18,362,000 | +0.1% | 229,347 | +0.0% | 16.30% | +3.4% |
| Q2 2021 | $18,338,000 | +9.8% | 229,288 | +1.2% | 15.76% | +5.5% |
| Q1 2021 | $16,707,000 | +36.0% | 226,529 | +29.4% | 14.94% | +28.5% |
| Q4 2020 | $12,281,000 | – | 175,018 | – | 11.63% | – |
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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% |