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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $255,606 | +13.1% | 3,005 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $226,037 | -4.2% | 3,005 | -0.2% | 0.01% | 0.0% |
| Q2 2023 | $235,912 | +17.9% | 3,011 | +7.9% | 0.01% | +11.1% |
| Q1 2023 | $200,071 | -6.1% | 2,790 | +6.6% | 0.01% | 0.0% |
| Q1 2022 | $213,000 | -7.4% | 2,617 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $230,000 | +9.5% | 2,617 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $210,000 | 0.0% | 2,617 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $210,000 | -3.2% | 2,617 | -25.3% | 0.01% | -18.2% |
| Q3 2020 | $217,000 | – | 3,505 | – | 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% |