Sigma Planning Corp - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 120 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$601,915
+150.8%
6,913
+149.7%
0.02%
+144.4%
Q3 2022$240,000
-86.2%
2,769
-80.6%
0.01%
-82.7%
Q1 2022$1,737,000
+174.8%
14,271
+244.1%
0.05%
+147.6%
Q4 2020$632,000
-61.7%
4,147
-58.4%
0.02%
-67.7%
Q3 2020$1,651,000
-30.4%
9,974
-30.2%
0.06%
-37.5%
Q2 2020$2,373,000
+141.9%
14,293
+144.3%
0.10%
+79.3%
Q1 2020$981,0005,8510.06%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders