VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 405 filers reported holding VANGUARD WORLD FD in Q1 2023. 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 | 2,011,035 | $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% |