Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

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
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$74,862
-19.6%
1,0690.0%0.00%0.0%
Q2 2023$93,078
-3.8%
1,0690.0%0.00%
-50.0%
Q1 2023$96,787
-82.5%
1,069
-84.0%
0.00%
-77.8%
Q4 2022$554,464
+703.6%
6,694
+742.0%
0.01%
+800.0%
Q3 2022$69,000
+283.3%
795
+497.7%
0.00%
Q2 2021$18,000
-99.9%
133
-33.5%
0.00%
Q1 2021$25,102,000
+250920.0%
200
+203.0%
0.00%
Q4 2020$10,000
-63.0%
66
-59.0%
0.00%
-100.0%
Q3 2020$27,000
+145.5%
161
+143.9%
0.00%
Q2 2020$11,0000.0%660.0%0.00%
Q1 2020$11,000660.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders