CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 114 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

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 2021
NameSharesValueWeighting ↓
North Ridge Wealth Advisors, Inc. 79,304$7,180,1497.18%
Bridge Advisory, LLC 111,802$10,122,5133.91%
Fermata Advisors, LLC 55,571$5,031,3473.04%
Forefront Analytics, LLC 59,596$5,395,6792.78%
Marshall Financial Group LLC 69,673$6,308,1932.26%
Johnson & White Wealth Management, LLC 26,920$2,4372.17%
Alpha Square Group S LLC 44,000$3,983,7602.13%
DFPG INVESTMENTS, LLC 168,717$15,275,6041.64%
Fortis Group Advisors, LLC 58,038$5,223,9981.58%
SINECERA CAPITAL, LLC 15,858$1,435,8011.54%
View complete list of VANGUARD WORLD FD shareholders