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 | $197,754 | +208.0% | 2,629 | +221.0% | 0.00% | – |
| Q2 2023 | $64,196 | -58.3% | 819 | -61.8% | 0.00% | – |
| Q1 2023 | $153,898 | +130.2% | 2,146 | +111.4% | 0.00% | – |
| Q4 2022 | $66,868 | +36.5% | 1,015 | +31.6% | 0.00% | – |
| Q3 2022 | $49,000 | -81.2% | 771 | -80.4% | 0.00% | – |
| Q2 2022 | $261,000 | +82.5% | 3,930 | +122.7% | 0.00% | – |
| Q1 2022 | $143,000 | -35.3% | 1,765 | -29.7% | 0.00% | – |
| Q4 2021 | $221,000 | +10.0% | 2,511 | -0.1% | 0.00% | – |
| Q3 2021 | $201,000 | +3.1% | 2,513 | +3.3% | 0.00% | – |
| Q2 2021 | $195,000 | +314.9% | 2,433 | +281.9% | 0.00% | – |
| Q1 2021 | $47,000 | 0.0% | 637 | -5.6% | 0.00% | – |
| Q4 2020 | $47,000 | +683.3% | 675 | +575.0% | 0.00% | – |
| Q3 2020 | $6,000 | – | 100 | +9900.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | – | 0.00% | – |
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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% |