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 | $6,754,437 | +34.4% | 96,445 | +66.5% | 0.01% | +11.1% |
Q2 2023 | $5,025,183 | +13.2% | 57,925 | +18.2% | 0.01% | +12.5% |
Q1 2023 | $4,437,860 | +59.9% | 49,012 | +46.3% | 0.01% | +33.3% |
Q4 2022 | $2,775,994 | -24.1% | 33,494 | -20.6% | 0.01% | -25.0% |
Q3 2022 | $3,656,000 | +29.2% | 42,164 | +49.3% | 0.01% | +33.3% |
Q2 2022 | $2,829,000 | -15.6% | 28,246 | -2.3% | 0.01% | -14.3% |
Q1 2022 | $3,351,000 | -46.2% | 28,903 | -35.1% | 0.01% | -41.7% |
Q4 2021 | $6,230,000 | +4.1% | 44,568 | +1.0% | 0.01% | 0.0% |
Q3 2021 | $5,985,000 | +69.6% | 44,128 | +69.1% | 0.01% | +50.0% |
Q2 2021 | $3,529,000 | -38.6% | 26,089 | -43.0% | 0.01% | -42.9% |
Q1 2021 | $5,745,000 | -53.8% | 45,743 | -43.9% | 0.01% | -57.6% |
Q4 2020 | $12,427,000 | -30.4% | 81,581 | -24.4% | 0.03% | -37.7% |
Q3 2020 | $17,857,000 | +61.3% | 107,844 | +61.7% | 0.05% | +43.2% |
Q2 2020 | $11,072,000 | -32.6% | 66,676 | -31.8% | 0.04% | -44.8% |
Q1 2020 | $16,418,000 | – | 97,811 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
North Ridge Wealth Advisors, Inc. | 79,304 | $7,180,149 | 7.18% |
Bridge Advisory, LLC | 111,802 | $10,122,513 | 3.91% |
Fermata Advisors, LLC | 55,571 | $5,031,347 | 3.04% |
Forefront Analytics, LLC | 59,596 | $5,395,679 | 2.78% |
Marshall Financial Group LLC | 69,673 | $6,308,193 | 2.26% |
Johnson & White Wealth Management, LLC | 26,920 | $2,437 | 2.17% |
Alpha Square Group S LLC | 44,000 | $3,983,760 | 2.13% |
DFPG INVESTMENTS, LLC | 168,717 | $15,275,604 | 1.64% |
Fortis Group Advisors, LLC | 58,038 | $5,223,998 | 1.58% |
SINECERA CAPITAL, LLC | 15,858 | $1,435,801 | 1.54% |