Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$5,137
-91.0%
59
-90.6%
0.00%
-100.0%
Q1 2023$56,769
+1061.6%
627
+962.7%
0.00%
Q4 2022$4,887
-2.3%
590.0%0.00%
Q3 2022$5,0000.0%590.0%0.00%
Q2 2022$5,000
-28.6%
590.0%0.00%
Q1 2022$7,000
-36.4%
59
-28.0%
0.00%
Q4 2021$11,000
-15.4%
82
-14.6%
0.00%
Q3 2021$13,000
-13.3%
96
-17.2%
0.00%
-100.0%
Q2 2021$15,000
+7.1%
1160.0%0.00%
Q1 2021$14,000
+75.0%
116
+73.1%
0.00%
Q4 2020$8,000
-91.8%
67
-88.4%
0.00%
-100.0%
Q3 2020$97,0000.0%5800.0%0.01%0.0%
Q2 2020$97,000
-2.0%
5800.0%0.01%
-28.6%
Q1 2020$99,000
+115.2%
580
+65.7%
0.01%
+250.0%
Q4 2019$46,000
-27.0%
350
-22.2%
0.00%
-50.0%
Q3 2019$63,000
-34.4%
450
-40.8%
0.00%
-33.3%
Q2 2019$96,000
+9500.0%
760
+4966.7%
0.01%
Q4 2018$1,000
-96.3%
15
-94.1%
0.00%
-100.0%
Q3 2018$27,000
-12.9%
256
-5.5%
0.00%0.0%
Q2 2018$31,0000.0%2710.0%0.00%
-33.3%
Q1 2018$31,000
-29.5%
271
-26.2%
0.00%
-25.0%
Q4 2017$44,000
-86.3%
367
-86.7%
0.00%
-87.5%
Q3 2017$322,000
-0.6%
2,7650.0%0.03%
-3.0%
Q2 2017$324,000
+0.9%
2,765
-4.5%
0.03%0.0%
Q1 2017$321,000
+2192.9%
2,896
+2145.0%
0.03%
+1550.0%
Q4 2016$14,000
+600.0%
129
+706.2%
0.00%
Q3 2016$2,000160.00%
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