VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 120 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,747 | -37.0% | 896 | -21.6% | 0.01% | -40.0% |
| Q2 2023 | $99,521 | +22.7% | 1,143 | +27.6% | 0.01% | 0.0% |
| Q1 2023 | $81,124 | +9.3% | 896 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $74,216 | +336.6% | 896 | +357.1% | 0.01% | +350.0% |
| Q3 2022 | $17,000 | -15.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 196 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $24,000 | -11.1% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | -97.1% | 196 | -97.2% | 0.00% | -97.5% |
| Q2 2021 | $936,000 | -73.4% | 6,913 | -75.4% | 0.12% | -76.3% |
| Q1 2021 | $3,522,000 | +10906.2% | 28,065 | +13264.3% | 0.50% | +9840.0% |
| Q4 2020 | $32,000 | +18.5% | 210 | +31.2% | 0.01% | 0.0% |
| Q2 2020 | $27,000 | 0.0% | 160 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $27,000 | -68.6% | 160 | -75.8% | 0.01% | -69.6% |
| Q4 2019 | $86,000 | -7.5% | 660 | 0.0% | 0.02% | -11.5% |
| Q3 2019 | $93,000 | +12.0% | 660 | 0.0% | 0.03% | +4.0% |
| Q2 2019 | $83,000 | +5.1% | 660 | 0.0% | 0.02% | -13.8% |
| Q1 2019 | $79,000 | +5.3% | 660 | 0.0% | 0.03% | -9.4% |
| Q4 2018 | $75,000 | -62.7% | 660 | -60.2% | 0.03% | -72.9% |
| Q4 2017 | $201,000 | – | 1,660 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 44,682 | $6,805,000 | 6.00% |
| Summit Rock Advisors, LP | 97,773 | $14,891,000 | 5.19% |
| Forefront Analytics, LLC | 50,653 | $7,706,000 | 3.35% |
| RHS Financial, LLC | 16,148 | $2,459,000 | 2.11% |
| Beacon Capital Management, Inc. | 295,435 | $44,995,000 | 1.96% |
| Paragon Advisors, LLC | 19,470 | $2,971,000 | 1.60% |
| TrueWealth Advisors, LLC | 12,204 | $1,758,000 | 1.51% |
| Almanack Investment Partners, LLC. | 69,881 | $10,643,000 | 1.22% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5,039 | $767,000 | 1.15% |
| Newport Capital Group, LLC | 8,120 | $1,237,000 | 1.07% |