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 | $1,742,095 | -20.9% | 23,160 | -17.6% | 0.94% | -21.9% |
| Q2 2023 | $2,201,008 | +162.0% | 28,092 | +193.9% | 1.20% | +53.8% |
| Q1 2023 | $840,141 | -54.3% | 9,559 | +338.1% | 0.78% | -40.8% |
| Q4 2022 | $1,839,997 | +4.8% | 2,182 | -92.2% | 1.32% | -11.8% |
| Q3 2022 | $1,755,000 | +152.9% | 27,901 | +2942.6% | 1.50% | +117.6% |
| Q2 2022 | $694,000 | +29.2% | 917 | -86.1% | 0.69% | +47.7% |
| Q1 2022 | $537,000 | -36.1% | 6,620 | -30.7% | 0.46% | -41.1% |
| Q4 2021 | $840,000 | – | 9,559 | – | 0.79% | – |
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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% |