VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 478 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $413,719 | +3.5% | 4,282 | -0.2% | 0.04% | 0.0% |
| Q1 2024 | $399,671 | -33.6% | 4,289 | -39.3% | 0.04% | -39.1% |
| Q4 2023 | $601,463 | +97.5% | 7,071 | +74.7% | 0.07% | +76.9% |
| Q3 2023 | $304,503 | -3.8% | 4,048 | +0.2% | 0.04% | -2.5% |
| Q2 2023 | $316,552 | +12.3% | 4,040 | +2.7% | 0.04% | +2.6% |
| Q1 2023 | $281,977 | +9.0% | 3,932 | +0.1% | 0.04% | -4.9% |
| Q4 2022 | $258,666 | +9.1% | 3,928 | +4.3% | 0.04% | -4.7% |
| Q3 2022 | $237,000 | – | 3,767 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oregon Health & Science University | 2,837,938 | $226,978,000 | 100.00% |
| Refined Wealth Management | 258,968 | $20,712,000 | 17.39% |
| Platt Investment Counsel, LLC | 229,288 | $18,338,000 | 15.76% |
| LEO BROKERAGE, LLC | 504,163 | $40,323,000 | 8.10% |
| Verde Capital Management | 171,637 | $13,728,000 | 5.78% |
| Financial Network Wealth Management LLC | 108,738 | $8,697,000 | 5.11% |
| Diversified Portfolios, Inc. | 153,248 | $12,257,000 | 4.62% |
| EQ LLC | 74,399 | $5,833,000 | 4.46% |
| Cedar Wealth Management, LLC | 121,301 | $9,702,000 | 4.37% |
| Stewardship Advisors, LLC | 92,011 | $7,359,000 | 2.76% |