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 | $314,058 | -3.7% | 4,175 | +0.3% | 0.01% | +8.3% |
| Q2 2023 | $326,267 | +9.5% | 4,164 | +0.2% | 0.01% | +9.1% |
| Q1 2023 | $297,998 | +9.1% | 4,156 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $273,109 | +30.7% | 4,147 | +32.0% | 0.01% | +22.2% |
| Q2 2022 | $209,000 | -17.7% | 3,142 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $254,000 | -7.6% | 3,132 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $275,000 | +10.4% | 3,125 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $249,000 | +0.8% | 3,116 | +0.8% | 0.01% | -18.2% |
| Q2 2021 | $247,000 | +8.3% | 3,092 | +0.2% | 0.01% | -8.3% |
| Q1 2021 | $228,000 | – | 3,085 | – | 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% |