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 | $173,674 | -12.1% | 2,309 | -8.5% | 0.00% | – |
| Q2 2023 | $197,677 | +15.9% | 2,523 | +6.1% | 0.00% | – |
| Q1 2023 | $170,598 | +28.0% | 2,379 | +17.6% | 0.00% | – |
| Q4 2022 | $133,235 | -43.1% | 2,023 | -45.7% | 0.00% | – |
| Q3 2022 | $234,000 | -5.3% | 3,727 | 0.0% | 0.00% | – |
| Q2 2022 | $247,000 | -25.2% | 3,727 | -8.5% | 0.00% | – |
| Q1 2022 | $330,000 | -10.8% | 4,074 | -3.3% | 0.00% | – |
| Q4 2021 | $370,000 | +11.1% | 4,214 | +1.2% | 0.00% | – |
| Q3 2021 | $333,000 | -17.8% | 4,164 | -17.7% | 0.00% | – |
| Q2 2021 | $405,000 | +64.0% | 5,060 | +51.0% | 0.00% | – |
| Q1 2021 | $247,000 | +53.4% | 3,350 | +45.7% | 0.00% | – |
| Q4 2020 | $161,000 | +73.1% | 2,300 | +53.3% | 0.00% | – |
| Q3 2020 | $93,000 | -26.8% | 1,500 | -33.3% | 0.00% | – |
| Q2 2020 | $127,000 | +130.9% | 2,250 | +87.5% | 0.00% | – |
| Q1 2020 | $55,000 | -19.1% | 1,200 | 0.0% | 0.00% | – |
| Q4 2019 | $68,000 | – | 1,200 | – | 0.00% | – |
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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% |