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 | $1,686,228 | -7.9% | 22,417 | -4.1% | 0.38% | -6.9% |
| Q2 2023 | $1,830,836 | +27.0% | 23,367 | +16.2% | 0.41% | +20.5% |
| Q1 2023 | $1,441,928 | +35.0% | 20,108 | +24.0% | 0.34% | +26.7% |
| Q4 2022 | $1,067,787 | +1.8% | 16,213 | -2.8% | 0.27% | -18.4% |
| Q3 2022 | $1,049,000 | +1.0% | 16,681 | +6.6% | 0.33% | +2.2% |
| Q2 2022 | $1,039,000 | -22.1% | 15,645 | +3.1% | 0.32% | -12.8% |
| Q4 2021 | $1,333,000 | +34.8% | 15,171 | +22.8% | 0.37% | +24.9% |
| Q3 2021 | $989,000 | – | 12,353 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,643,882 | $166,327,000 | 100.00% |
| Platt Investment Counsel, LLC | 319,631 | $20,108,000 | 29.20% |
| Verde Capital Management | 513,645 | $32,313,000 | 15.71% |
| IMPACTfolio, LLC | 202,728 | $12,754,000 | 12.44% |
| Cedar Wealth Management, LLC | 255,378 | $16,066,000 | 7.98% |
| Financial Network Wealth Management LLC | 201,441 | $12,673,000 | 7.91% |
| CBIZ Investment Advisory Services, LLC | 80,000 | $5,033,000 | 5.06% |
| EQ LLC | 84,319 | $5,305,000 | 4.58% |
| Crewe Advisors LLC | 368,077 | $23,156,000 | 4.18% |
| Affinity Capital Advisors, LLC | 167,329 | $10,527,000 | 3.68% |