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 | $321,298 | +20.4% | 4,588 | +49.7% | 0.05% | +28.9% |
| Q2 2023 | $266,870 | -3.8% | 3,065 | 0.0% | 0.04% | -9.5% |
| Q1 2023 | $277,505 | +7.1% | 3,065 | -2.0% | 0.04% | +5.0% |
| Q4 2022 | $259,092 | -75.5% | 3,128 | -74.4% | 0.04% | -77.4% |
| Q3 2022 | $1,058,000 | +14.1% | 12,201 | +31.9% | 0.18% | +17.2% |
| Q2 2022 | $927,000 | – | 9,253 | – | 0.15% | – |
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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% |