RFG Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 127 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.

Quarter-by-quarter ownership
RFG Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$204,349
-1.2%
2,257
-0.2%
0.01%0.0%
Q4 2022$206,792
-36.6%
2,262
-29.4%
0.01%
-47.4%
Q2 2022$326,000
-5.0%
3,202
+13.5%
0.02%
-13.6%
Q1 2022$343,000
-10.2%
2,822
+3.5%
0.02%
-15.4%
Q4 2021$382,000
+3.2%
2,727
-0.2%
0.03%
-13.3%
Q3 2021$370,000
+3.1%
2,732
+3.0%
0.03%
-6.2%
Q2 2021$359,000
+11.8%
2,652
+3.8%
0.03%
-8.6%
Q1 2021$321,000
+18.9%
2,556
+37.0%
0.04%0.0%
Q4 2020$270,000
-8.5%
1,866
+4.8%
0.04%
-14.6%
Q3 2020$295,000
+4.2%
1,781
+4.3%
0.04%
-6.8%
Q2 2020$283,000
+24.7%
1,707
+26.2%
0.04%
+2.3%
Q1 2020$227,0001,3530.04%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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