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 | $213,775 | -20.2% | 2,842 | -16.8% | 0.14% | -19.5% |
| Q2 2023 | $267,722 | -0.9% | 3,417 | -9.3% | 0.17% | +4.2% |
| Q1 2023 | $270,132 | +11.9% | 3,767 | +2.7% | 0.17% | +5.0% |
| Q4 2022 | $241,509 | +6.4% | 3,667 | +1.8% | 0.16% | -1.9% |
| Q3 2022 | $227,000 | -5.0% | 3,603 | 0.0% | 0.16% | -11.5% |
| Q2 2022 | $239,000 | -36.3% | 3,603 | -22.1% | 0.18% | -29.6% |
| Q1 2022 | $375,000 | -7.9% | 4,626 | 0.0% | 0.26% | -5.5% |
| Q4 2021 | $407,000 | +10.0% | 4,626 | 0.0% | 0.28% | -15.4% |
| Q3 2021 | $370,000 | 0.0% | 4,626 | 0.0% | 0.32% | -14.5% |
| Q2 2021 | $370,000 | – | 4,626 | – | 0.38% | – |
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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% |