VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 140 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,011,816 | -29.1% | 57,287 | -11.8% | 0.11% | -28.5% |
Q2 2023 | $5,656,104 | +27.8% | 64,960 | +32.9% | 0.15% | +22.8% |
Q1 2023 | $4,424,819 | +101.9% | 48,871 | +84.7% | 0.12% | +83.6% |
Q4 2022 | $2,191,468 | +120.9% | 26,457 | +131.2% | 0.07% | +91.4% |
Q3 2022 | $992,000 | +3206.7% | 11,444 | +4986.2% | 0.04% | +3400.0% |
Q2 2021 | $30,000 | -25.0% | 225 | -13.5% | 0.00% | -50.0% |
Q4 2020 | $40,000 | -4.8% | 260 | +1.6% | 0.00% | 0.0% |
Q3 2020 | $42,000 | +110.0% | 256 | +118.8% | 0.00% | +100.0% |
Q1 2020 | $20,000 | +25.0% | 117 | -7.9% | 0.00% | 0.0% |
Q4 2019 | $16,000 | +220.0% | 127 | +217.5% | 0.00% | – |
Q3 2019 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | – |
Q2 2019 | $5,000 | -76.2% | 40 | -78.9% | 0.00% | -100.0% |
Q2 2018 | $21,000 | +133.3% | 190 | +134.6% | 0.00% | +100.0% |
Q1 2018 | $9,000 | +12.5% | 81 | +20.9% | 0.00% | 0.0% |
Q4 2017 | $8,000 | – | 67 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bridge Advisory, LLC | 89,883 | $8,972,000 | 4.32% |
Forefront Analytics, LLC | 75,753 | $7,590,000 | 3.68% |
Danda Trouve Investment Management, Inc. | 21,421 | $2,145,000 | 3.30% |
Briaud Financial Planning, Inc | 50,277 | $5,034,000 | 3.30% |
Fermata Advisors, LLC | 87,992 | $8,811,000 | 3.07% |
Ballew Advisors, Inc | 22,553 | $2,263,000 | 2.06% |
ALTFEST L J & CO INC | 88,872 | $8,899,000 | 1.60% |
Clear Creek Financial Management, LLC | 47,691 | $4,775,000 | 1.00% |
TrueWealth Advisors, LLC | 14,429 | $1,445,000 | 0.67% |
BCWM, LLC | 15,693 | $1,571,000 | 0.54% |