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 | $12,411 | +58.4% | 165 | +65.0% | 0.00% | 0.0% |
| Q2 2023 | $7,835 | -84.5% | 100 | -85.9% | 0.00% | -85.7% |
| Q1 2023 | $50,699 | +8.9% | 707 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $46,563 | +5.8% | 707 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $44,000 | -6.4% | 707 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $47,000 | -17.5% | 707 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $57,000 | -8.1% | 707 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $62,000 | +55.0% | 707 | +41.4% | 0.01% | +28.6% |
| Q3 2021 | $40,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $40,000 | – | 500 | – | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% |
| Q1 2019 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $3,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |