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 | $820,211 | -25.0% | 12,280 | -7.0% | 0.68% | -14.6% |
| Q2 2023 | $1,093,457 | -5.2% | 13,206 | +0.3% | 0.79% | -6.1% |
| Q1 2023 | $1,153,952 | -8.0% | 13,173 | -3.4% | 0.84% | -12.4% |
| Q4 2022 | $1,253,868 | -33.9% | 13,632 | -40.6% | 0.96% | -43.6% |
| Q3 2022 | $1,896,000 | -16.2% | 22,939 | +1.7% | 1.70% | -17.6% |
| Q2 2022 | $2,263,000 | -5.5% | 22,553 | +4.1% | 2.06% | +12.9% |
| Q1 2022 | $2,395,000 | -16.8% | 21,671 | +0.2% | 1.83% | -8.7% |
| Q4 2021 | $2,878,000 | +31.1% | 21,622 | +57.8% | 2.00% | +7.6% |
| Q3 2020 | $2,196,000 | – | 13,705 | – | 1.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 89,883 | $8,972,000 | 4.32% |
| Forefront Analytics, LLC | 75,753 | $7,590,000 | 3.68% |
| Danda Trouve Investment Management, Inc. | 21,421 | $2,145,000 | 3.30% |
| Briaud Financial Planning, Inc | 50,277 | $5,034,000 | 3.30% |
| Fermata Advisors, LLC | 87,992 | $8,811,000 | 3.07% |
| Ballew Advisors, Inc | 22,553 | $2,263,000 | 2.06% |
| ALTFEST L J & CO INC | 88,872 | $8,899,000 | 1.60% |
| Clear Creek Financial Management, LLC | 47,691 | $4,775,000 | 1.00% |
| TrueWealth Advisors, LLC | 14,429 | $1,445,000 | 0.67% |
| BCWM, LLC | 15,693 | $1,571,000 | 0.54% |