Whitegate Investment Counselors, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 114 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2021$201,000
-10.3%
1,485
+1.0%
0.03%
-19.4%
Q4 2020$224,000
-3.9%
1,470
+4.5%
0.04%
-14.3%
Q3 2020$233,000
-88.1%
1,407
-88.1%
0.04%
-89.3%
Q2 2020$1,959,000
+0.4%
11,800
+1.4%
0.39%
-17.1%
Q1 2020$1,951,000
+19.3%
11,637
-7.5%
0.47%
+59.3%
Q4 2019$1,636,000
-6.0%
12,587
+2.2%
0.30%
-12.9%
Q3 2019$1,740,00012,3150.34%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
North Ridge Wealth Advisors, Inc. 93,757$6,565,7856.40%
Ausdal Financial Partners, Inc. 645,344$45,193,4406.22%
AMJ Financial Wealth Management 116,406$8,151,9123.76%
Fluent Financial, LLC 95,266$6,671,4813.58%
Hamilton Wealth, LLC 119,840$8,392,3953.01%
Forefront Analytics, LLC 67,987$4,761,2342.70%
Bridge Advisory, LLC 108,425$7,592,9762.66%
Fortis Group Advisors, LLC 94,355$8,542,9062.62%
Alpha Square Group S LLC 35,000$2,451,0502.48%
RiverFront Investment Group, LLC 808,848$56,6432.01%
View complete list of VANGUARD WORLD FD shareholders