Global Retirement Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 114 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 0.12 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 Q4 2021
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