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 | $2,085,159 | -4.0% | 27,721 | +0.0% | 1.68% | -1.3% |
| Q2 2023 | $2,171,722 | +9.3% | 27,718 | +0.0% | 1.71% | +0.6% |
| Q1 2023 | $1,987,526 | -10.5% | 27,716 | +12.4% | 1.70% | -17.3% |
| Q4 2022 | $2,221,089 | +4.1% | 24,649 | +0.0% | 2.05% | -36.7% |
| Q3 2022 | $2,133,000 | -4.7% | 24,648 | -26.9% | 3.24% | +12.8% |
| Q2 2022 | $2,239,000 | -18.1% | 33,718 | +0.0% | 2.87% | +1.6% |
| Q1 2022 | $2,734,000 | -7.7% | 33,716 | +0.0% | 2.83% | +9.5% |
| Q4 2021 | $2,963,000 | – | 33,714 | – | 2.58% | – |
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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% |