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 | $1,715,947 | +0.7% | 22,812 | +4.9% | 2.10% | +7.5% |
| Q2 2023 | $1,704,199 | +17.1% | 21,751 | +7.1% | 1.95% | +7.6% |
| Q1 2023 | $1,455,738 | +12.8% | 20,300 | +3.6% | 1.81% | +2.2% |
| Q4 2022 | $1,290,754 | +8.8% | 19,598 | +3.9% | 1.78% | +2.6% |
| Q3 2022 | $1,186,000 | +10.5% | 18,857 | +16.7% | 1.73% | +17.8% |
| Q2 2022 | $1,073,000 | +9.0% | 16,165 | +33.3% | 1.47% | +27.7% |
| Q1 2022 | $984,000 | +0.4% | 12,131 | +8.8% | 1.15% | +4.3% |
| Q4 2021 | $980,000 | – | 11,145 | – | 1.10% | – |
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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% |