VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 474 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,875,008 | +12.3% | 19,406 | +8.3% | 0.03% | +7.7% |
| Q1 2024 | $1,670,058 | +3.6% | 17,921 | -5.1% | 0.03% | 0.0% |
| Q4 2023 | $1,612,541 | +28.5% | 18,880 | +13.2% | 0.03% | +13.0% |
| Q3 2023 | $1,254,670 | -4.0% | 16,680 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,306,878 | +14.0% | 16,680 | +4.3% | 0.02% | +4.5% |
| Q1 2023 | $1,146,643 | +41.4% | 15,990 | +29.8% | 0.02% | +37.5% |
| Q4 2022 | $811,066 | -14.5% | 12,315 | -18.3% | 0.02% | -20.0% |
| Q3 2022 | $948,368 | -0.5% | 15,075 | +5.0% | 0.02% | +5.3% |
| Q2 2022 | $953,371 | -13.8% | 14,358 | +5.3% | 0.02% | 0.0% |
| Q1 2022 | $1,105,364 | +61.4% | 13,633 | +75.0% | 0.02% | +58.3% |
| Q4 2021 | $684,663 | +33.3% | 7,790 | +21.4% | 0.01% | +20.0% |
| Q3 2021 | $513,585 | – | 6,415 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oregon Health & Science University | 2,837,938 | $226,978,000 | 100.00% |
| Refined Wealth Management | 258,968 | $20,712,000 | 17.39% |
| Platt Investment Counsel, LLC | 229,288 | $18,338,000 | 15.76% |
| LEO BROKERAGE, LLC | 504,163 | $40,323,000 | 8.10% |
| Verde Capital Management | 171,637 | $13,728,000 | 5.78% |
| Financial Network Wealth Management LLC | 108,738 | $8,697,000 | 5.11% |
| Diversified Portfolios, Inc. | 153,248 | $12,257,000 | 4.62% |
| EQ LLC | 74,399 | $5,833,000 | 4.46% |
| Cedar Wealth Management, LLC | 121,301 | $9,702,000 | 4.37% |
| Stewardship Advisors, LLC | 92,011 | $7,359,000 | 2.76% |