CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 123 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.72 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 Q1 2023
NameSharesValueWeighting ↓
Bridge Advisory, LLC 89,883$8,972,0004.32%
Forefront Analytics, LLC 75,753$7,590,0003.68%
Danda Trouve Investment Management, Inc. 21,421$2,145,0003.30%
Briaud Financial Planning, Inc 50,277$5,034,0003.30%
Fermata Advisors, LLC 87,992$8,811,0003.07%
Ballew Advisors, Inc 22,553$2,263,0002.06%
ALTFEST L J & CO INC 88,872$8,899,0001.60%
Clear Creek Financial Management, LLC 47,691$4,775,0001.00%
TrueWealth Advisors, LLC 14,429$1,445,0000.67%
BCWM, LLC 15,693$1,571,0000.54%
View complete list of VANGUARD WORLD FD shareholders