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 ↓ |
|---|---|---|---|
| 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% |