Barrett Asset Management, LLC - 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
Barrett Asset Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2021$6,0000.0%420.0%0.00%
Q2 2021$6,000
+20.0%
420.0%0.00%
Q1 2021$5,000
-61.5%
42
-50.0%
0.00%
Q4 2020$13,000
+85.7%
84
+100.0%
0.00%
Q3 2020$7,0000.0%420.0%0.00%
Q2 2020$7,0000.0%420.0%0.00%
-100.0%
Q1 2020$7,000
-36.4%
42
-50.0%
0.00%
Q4 2019$11,000
+83.3%
84
+100.0%
0.00%
Q3 2019$6,000
+20.0%
420.0%0.00%
Q2 2019$5,0000.0%420.0%0.00%
Q1 2019$5,0000.0%420.0%0.00%
Q4 2018$5,0000.0%420.0%0.00%
Q3 2018$5,0000.0%420.0%0.00%
Q2 2018$5,0000.0%420.0%0.00%
Q1 2018$5,0000.0%420.0%0.00%
Q4 2017$5,0000.0%420.0%0.00%
Q3 2017$5,0000.0%420.0%0.00%
Q2 2017$5,000420.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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