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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $49,797 | +9.3% | 550 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $45,557 | -5.1% | 550 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $48,000 | -14.3% | 557 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $56,000 | +5500.0% | 557 | +7857.1% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -75.0% | 7 | -75.0% | 0.00% | – |
| Q4 2020 | $4,000 | -20.0% | 28 | +3.7% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 27 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -78.9% | 27 | -81.9% | 0.00% | -100.0% |
| Q4 2019 | $19,000 | -9.5% | 149 | +2.1% | 0.00% | -50.0% |
| Q3 2019 | $21,000 | +250.0% | 146 | +217.4% | 0.00% | +100.0% |
| Q2 2019 | $6,000 | -45.5% | 46 | -56.2% | 0.00% | -50.0% |
| Q4 2018 | $11,000 | 0.0% | 105 | +1.0% | 0.00% | +100.0% |
| Q3 2018 | $11,000 | -8.3% | 104 | -7.1% | 0.00% | -50.0% |
| Q2 2018 | $12,000 | -63.6% | 112 | -61.4% | 0.00% | -60.0% |
| Q1 2018 | $33,000 | -23.3% | 290 | -18.5% | 0.01% | -28.6% |
| Q4 2017 | $43,000 | +2.4% | 356 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $42,000 | +2.4% | 356 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $41,000 | -48.8% | 356 | -50.0% | 0.01% | 0.0% |
| Q1 2017 | $80,000 | – | 712 | – | 0.01% | – |
Download | ||||||
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% |