VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,159,291 | -7.8% | 15,412 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $1,256,891 | -23.5% | 16,042 | -30.0% | 0.01% | -16.7% |
| Q1 2023 | $1,643,665 | -45.7% | 22,921 | -50.3% | 0.01% | 0.0% |
| Q4 2022 | $3,027,109 | +130.0% | 46,077 | +120.2% | 0.01% | 0.0% |
| Q3 2022 | $1,316,000 | -5.3% | 20,921 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $1,389,000 | -18.6% | 20,921 | -0.6% | 0.01% | -12.5% |
| Q1 2022 | $1,707,000 | -23.5% | 21,054 | -17.0% | 0.01% | -11.1% |
| Q4 2021 | $2,231,000 | +9.1% | 25,380 | -0.6% | 0.01% | 0.0% |
| Q3 2021 | $2,044,000 | -1.8% | 25,530 | -1.9% | 0.01% | 0.0% |
| Q2 2021 | $2,082,000 | +8.5% | 26,030 | 0.0% | 0.01% | +12.5% |
| Q1 2021 | $1,919,000 | +5.7% | 26,030 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $1,816,000 | – | 25,880 | – | 0.01% | – |
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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% |