VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 361 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,070,405 | -11.2% | 40,819 | -7.5% | 2.62% | -10.0% |
| Q2 2023 | $3,456,331 | +9.3% | 44,114 | 0.0% | 2.92% | +6.8% |
| Q1 2023 | $3,163,414 | +1.8% | 44,114 | -6.5% | 2.73% | -1.7% |
| Q4 2022 | $3,106,616 | +9.6% | 47,170 | +4.7% | 2.78% | +3.2% |
| Q3 2022 | $2,834,000 | -5.2% | 45,056 | 0.0% | 2.69% | -0.8% |
| Q2 2022 | $2,991,000 | -18.1% | 45,056 | 0.0% | 2.71% | -10.4% |
| Q1 2022 | $3,653,000 | -12.9% | 45,056 | -5.5% | 3.03% | -13.6% |
| Q4 2021 | $4,193,000 | – | 47,702 | – | 3.50% | – |
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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% |