IFP Advisors, Inc - 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
IFP Advisors, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$237,191
-76.1%
3,387
-65.8%
0.01%
-50.0%
Q2 2023$993,030
+105.9%
9,908
+133.0%
0.02%
+4.8%
Q1 2023$482,204
+79471.6%
4,253
-20.2%
0.02%
+31.2%
Q4 2022$606
-100.0%
5,331
-96.3%
0.02%
-96.2%
Q3 2022$16,280,000
+0.1%
143,253
+0.1%
0.42%
-17.0%
Q2 2022$16,258,000
-54.6%
143,054
-54.6%
0.51%
+14.6%
Q1 2022$35,810,000
+3887.8%
315,217
+4810.7%
0.45%
+2377.8%
Q4 2021$898,000
-6.7%
6,419
-9.2%
0.02%
-5.3%
Q3 2021$962,000
-63.6%
7,071
-63.9%
0.02%
-65.5%
Q2 2021$2,645,000
+2975.6%
19,601
+2740.7%
0.06%
+2650.0%
Q1 2021$86,000
-97.0%
690
-96.3%
0.00%
-98.3%
Q4 2020$2,844,000
-89.8%
18,657
-88.9%
0.12%
-93.1%
Q3 2020$27,847,000
+167.6%
168,206
+170.7%
1.66%
+101.5%
Q2 2020$10,408,000
+28.2%
62,129
+26.9%
0.82%
+0.7%
Q1 2020$8,120,000
-46.5%
48,972
-57.3%
0.82%
-28.2%
Q4 2019$15,181,000
+58.9%
114,743
+69.0%
1.14%
+78.3%
Q3 2019$9,556,000
+2169.8%
67,886
+1822.0%
0.64%
+1022.8%
Q1 2019$421,000
-94.6%
3,532
-94.9%
0.06%
-88.1%
Q4 2018$7,842,000
+22.8%
69,531
+18.2%
0.48%
+83.8%
Q3 2018$6,385,000
+95.6%
58,842
+106.7%
0.26%
+89.8%
Q2 2018$3,265,000
-32.0%
28,463
-28.3%
0.14%
-37.2%
Q1 2018$4,804,0000.0%39,7040.0%0.22%0.0%
Q4 2017$4,804,000
+12.0%
39,704
+8.1%
0.22%
+28.2%
Q3 2017$4,288,000
+1.3%
36,732
+1.9%
0.17%
-5.0%
Q2 2017$4,232,000
+11.0%
36,036
+5.0%
0.18%
+7.8%
Q1 2017$3,814,000
+13.0%
34,310
+11.3%
0.17%
+1.8%
Q4 2016$3,374,000
-42.0%
30,834
-27.6%
0.16%
-46.0%
Q3 2016$5,813,000
+2.2%
42,598
+3.5%
0.30%
-5.0%
Q2 2016$5,687,000
+1250.8%
41,171
+1065.7%
0.32%
+457.9%
Q1 2016$421,0003,5320.06%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders