Financial Gravity Asset Management, Inc. - VANGUARD WORLD FD ownership

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
Financial Gravity Asset Management, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,185
-29.2%
19
-79.1%
0.00%
-100.0%
Q1 2023$1,673
-99.9%
91
-65.1%
0.05%
-3.7%
Q3 2022$1,602,000
-13.5%
261
-13.0%
0.05%
-6.9%
Q2 2022$1,851,000
-17.7%
300
-18.0%
0.06%
-7.9%
Q1 2022$2,250,000
-13.1%
366
-12.9%
0.06%
+8.6%
Q4 2021$2,588,000
+1802.9%
420
+2233.3%
0.06%
-9.4%
Q3 2021$136,000
+0.7%
180.0%0.06%
+33.3%
Q2 2021$135,000
-94.2%
180.0%0.05%
+2.1%
Q1 2021$2,320,000
+77233.3%
180.0%0.05%
+1466.7%
Q4 2020$3,000
-99.9%
18
-10.0%
0.00%
-70.0%
Q1 2020$3,333,000
+2463.8%
20
-98.4%
0.01%
-88.9%
Q4 2019$130,0001,2620.09%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Bridge Advisory, LLC 89,883$8,972,0004.32%
Forefront Analytics, LLC 75,753$7,590,0003.68%
Danda Trouve Investment Management, Inc. 21,421$2,145,0003.30%
Briaud Financial Planning, Inc 50,277$5,034,0003.30%
Fermata Advisors, LLC 87,992$8,811,0003.07%
Ballew Advisors, Inc 22,553$2,263,0002.06%
ALTFEST L J & CO INC 88,872$8,899,0001.60%
Clear Creek Financial Management, LLC 47,691$4,775,0001.00%
TrueWealth Advisors, LLC 14,429$1,445,0000.67%
BCWM, LLC 15,693$1,571,0000.54%
View complete list of VANGUARD WORLD FD shareholders