Castle Rock Wealth Management, 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
Castle Rock Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2020$1,297,000
-3.2%
8,962
+6.4%
0.54%
-38.6%
Q3 2020$1,340,000
-6.5%
8,423
+3.8%
0.88%
+4.5%
Q2 2020$1,433,0008,1120.84%
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