Global Retirement Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 106 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,495
-23.0%
220.0%0.00%
Q2 2023$1,941
-3.1%
220.0%0.00%
Q1 2023$2,004
-75.1%
22
-77.3%
0.00%
-100.0%
Q4 2022$8,053
-10.5%
97
-14.2%
0.00%0.0%
Q3 2022$9,000
+12.5%
113
+50.7%
0.00%0.0%
Q2 2022$8,0000.0%750.0%0.00%0.0%
Q1 2022$8,000
-27.3%
750.0%0.00%
-88.9%
Q4 2021$11,000
+10.0%
750.0%0.01%
+800.0%
Q3 2021$10,0000.0%750.0%0.00%0.0%
Q2 2021$10,000
+11.1%
750.0%0.00%0.0%
Q1 2021$9,000
-18.2%
750.0%0.00%0.0%
Q4 2020$11,000
-8.3%
750.0%0.00%
-50.0%
Q3 2020$12,0000.0%750.0%0.00%0.0%
Q2 2020$12,000
-7.7%
750.0%0.00%0.0%
Q1 2020$13,000
+30.0%
750.0%0.00%0.0%
Q4 2019$10,000750.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
Q3 Asset Management 225,000$24,945,00011.49%
Ferguson Shapiro LLC 132,239$16,096,0007.89%
Briaud Financial Planning, Inc 50,763$6,178,0003.55%
Forefront Analytics, LLC 77,093$9,382,0003.48%
Danda Trouve Investment Management, Inc. 21,144$2,574,0003.22%
Bridge Advisory, LLC 51,394$6,256,0002.73%
Fermata Advisors, LLC 52,538$6,395,0002.40%
Ballew Advisors, Inc 21,671$2,395,0001.83%
Hilltop Holdings Inc. 68,909$8,388,0000.94%
Clear Creek Financial Management, LLC 49,413$6,015,0000.94%
View complete list of VANGUARD WORLD FD shareholders