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 | $2,826,712 | -2.9% | 37,579 | +1.1% | 1.15% | -0.5% |
| Q2 2023 | $2,911,174 | +13.4% | 37,156 | +3.8% | 1.15% | -25.4% |
| Q1 2023 | $2,566,758 | +21.9% | 35,794 | +11.9% | 1.55% | +10.7% |
| Q4 2022 | $2,105,808 | +31.1% | 31,974 | +25.2% | 1.40% | -3.1% |
| Q3 2022 | $1,606,407 | -13.7% | 25,535 | -8.9% | 1.44% | -4.8% |
| Q2 2022 | $1,862,122 | +23.1% | 28,044 | +50.3% | 1.52% | +22.5% |
| Q1 2022 | $1,513,034 | +16.8% | 18,661 | +26.6% | 1.24% | +15.3% |
| Q4 2021 | $1,295,762 | – | 14,743 | – | 1.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,011,035 | $151,270,053 | 100.00% |
| Platt Investment Counsel, LLC | 368,795 | $27,740,792 | 33.10% |
| Verde Capital Management | 506,468 | $38,096,558 | 14.81% |
| IMPACTfolio, LLC | 231,427 | $17,407,963 | 12.55% |
| Financial Network Wealth Management LLC | 269,109 | $20,274 | 9.90% |
| Cedar Wealth Management, LLC | 246,534 | $18,544,282 | 7.33% |
| Crewe Advisors LLC | 346,128 | $26,035,749 | 4.50% |
| LifeGuide Financial Advisors, LLC | 96,923 | $7,290,552 | 4.26% |
| Atlantic Private Wealth, LLC | 52,564 | $3,953,870 | 3.99% |
| DHK Financial Advisors, Inc. | 51,527 | $3,875,852 | 3.45% |