VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,657 | +12.6% | 5,486 | +17.3% | 0.01% | +14.3% |
| Q2 2023 | $366,554 | +45.9% | 4,678 | +33.5% | 0.01% | +40.0% |
| Q1 2023 | $251,228 | +9.1% | 3,503 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $230,327 | +5.2% | 3,497 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $219,000 | -24.7% | 3,484 | -20.5% | 0.01% | -28.6% |
| Q2 2022 | $291,000 | +3.6% | 4,381 | +26.3% | 0.01% | +16.7% |
| Q1 2022 | $281,000 | -7.6% | 3,468 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $304,000 | +9.7% | 3,466 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $277,000 | +23.7% | 3,464 | +23.8% | 0.01% | +20.0% |
| Q2 2021 | $224,000 | +8.2% | 2,797 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $207,000 | – | 2,797 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISA FOUNDATION | 2,324,535 | $166,692,405 | 100.00% |
| Platt Investment Counsel, LLC | 318,000 | $22,803,811 | 30.48% |
| Verde Capital Management | 477,375 | $34,232,525 | 14.28% |
| IMPACTfolio, LLC | 188,942 | $13,549,030 | 11.34% |
| Financial Network Wealth Management LLC | 218,901 | $15,697,391 | 7.77% |
| LEO BROKERAGE, LLC | 696,180 | $49,967,741 | 7.46% |
| Cedar Wealth Management, LLC | 251,080 | $18,004,974 | 7.37% |
| EQ LLC | 85,006 | $6,095,787 | 4.63% |
| Atlantic Private Wealth, LLC | 52,252 | $3,746,991 | 3.94% |
| Affinity Capital Advisors, LLC | 168,716 | $12,098,603 | 3.76% |