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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,119,923 | +14.2% | 13,166 | +1.0% | 0.58% | +0.2% |
| Q3 2023 | $980,800 | -2.1% | 13,039 | +2.0% | 0.58% | -16.6% |
| Q2 2023 | $1,001,717 | +9.6% | 12,785 | +0.3% | 0.70% | +0.9% |
| Q1 2023 | $914,350 | +9.2% | 12,751 | +0.3% | 0.69% | 0.0% |
| Q4 2022 | $837,438 | +33.4% | 12,715 | +27.3% | 0.69% | +19.5% |
| Q3 2022 | $628,000 | -5.0% | 9,990 | +0.4% | 0.58% | -4.3% |
| Q2 2022 | $661,000 | -43.8% | 9,955 | -31.4% | 0.61% | -29.8% |
| Q1 2022 | $1,176,000 | -6.2% | 14,511 | +1.7% | 0.86% | -8.2% |
| Q4 2021 | $1,254,000 | – | 14,267 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,324,535 | $166,692,405 | 100.00% |
| Platt Investment Counsel, LLC | 318,000 | $22,803,811 | 30.48% |
| Verde Capital Management | 477,375 | $34,232,525 | 14.28% |
| IMPACTfolio, LLC | 188,942 | $13,549,030 | 11.34% |
| Financial Network Wealth Management LLC | 218,901 | $15,697,391 | 7.77% |
| LEO BROKERAGE, LLC | 696,180 | $49,967,741 | 7.46% |
| Cedar Wealth Management, LLC | 251,080 | $18,004,974 | 7.37% |
| EQ LLC | 85,006 | $6,095,787 | 4.63% |
| Atlantic Private Wealth, LLC | 52,252 | $3,746,991 | 3.94% |
| Affinity Capital Advisors, LLC | 168,716 | $12,098,603 | 3.76% |