CAPTRUST FINANCIAL ADVISORS - 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
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,484,426
-13.4%
21,197
+7.7%
0.01%
-14.3%
Q2 2023$1,714,147
-25.9%
19,687
-22.9%
0.01%
-30.0%
Q1 2023$2,312,482
+67.3%
25,541
+53.0%
0.01%
+42.9%
Q4 2022$1,382,516
-40.4%
16,691
-37.6%
0.01%
-50.0%
Q3 2022$2,319,000
-50.6%
26,749
-43.0%
0.01%
-53.3%
Q2 2022$4,696,000
-17.7%
46,9040.0%0.03%
-18.9%
Q1 2022$5,709,000
+12046.8%
46,904
+13859.5%
0.04%
Q4 2021$47,000
+2.2%
3360.0%0.00%
Q3 2021$46,000
+2.2%
3360.0%0.00%
Q2 2021$45,000
+7.1%
3360.0%0.00%
Q1 2021$42,000
-28.8%
336
-12.7%
0.00%
-100.0%
Q4 2020$59,000
-72.4%
385
-70.1%
0.00%
-75.0%
Q3 2020$214,0001,287
+42800.0%
0.00%
Q3 2019$030.0%0.00%
Q2 2019$030.0%0.00%
Q1 2019$030.0%0.00%
Q4 2018$030.0%0.00%
Q3 2018$030.0%0.00%
Q2 2018$030.0%0.00%
Q1 2018$030.0%0.00%
Q4 2017$03
-50.0%
0.00%
Q3 2017$06
+100.0%
0.00%
Q2 2017$030.0%0.00%
Q4 2016$03
+50.0%
0.00%
Q1 2016$020.0%0.00%
Q4 2015$020.0%0.00%
Q3 2015$0
-100.0%
2
-99.2%
0.00%
-100.0%
Q2 2015$28,000
-99.9%
254
-36.8%
0.00%
-55.6%
Q1 2015$52,222,0004020.01%
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