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 | $370,684 | +45.8% | 5,293 | +81.3% | 0.26% | +38.5% |
| Q2 2023 | $254,263 | -12.5% | 2,920 | -9.0% | 0.19% | -15.4% |
| Q1 2023 | $290,653 | +37.8% | 3,210 | +25.8% | 0.22% | +31.5% |
| Q4 2022 | $211,000 | -11.7% | 2,552 | +6.7% | 0.17% | -14.3% |
| Q2 2022 | $239,000 | -81.2% | 2,391 | -77.1% | 0.20% | -79.1% |
| Q1 2022 | $1,271,000 | -45.5% | 10,444 | -37.3% | 0.94% | -42.1% |
| Q4 2021 | $2,331,000 | +5.0% | 16,650 | +1.7% | 1.62% | -0.1% |
| Q3 2021 | $2,220,000 | +10.3% | 16,377 | +10.2% | 1.62% | +7.6% |
| Q2 2021 | $2,012,000 | +9.2% | 14,867 | +1.3% | 1.50% | -2.1% |
| Q1 2021 | $1,842,000 | -25.1% | 14,672 | -9.1% | 1.54% | -27.2% |
| Q4 2020 | $2,459,000 | -2.2% | 16,148 | +6.3% | 2.11% | -16.6% |
| Q3 2020 | $2,515,000 | +2.0% | 15,193 | +2.3% | 2.53% | -12.1% |
| Q2 2020 | $2,465,000 | +0.7% | 14,848 | +1.7% | 2.88% | -12.1% |
| Q1 2020 | $2,448,000 | +34.0% | 14,600 | +3.8% | 3.28% | +71.8% |
| Q4 2019 | $1,827,000 | +17.4% | 14,059 | +27.6% | 1.91% | +4.1% |
| Q3 2019 | $1,556,000 | +34.5% | 11,015 | +20.9% | 1.83% | +26.5% |
| Q2 2019 | $1,157,000 | +30.6% | 9,109 | +22.6% | 1.45% | +26.6% |
| Q1 2019 | $886,000 | – | 7,432 | – | 1.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 44,682 | $6,805,000 | 6.00% |
| Summit Rock Advisors, LP | 97,773 | $14,891,000 | 5.19% |
| Forefront Analytics, LLC | 50,653 | $7,706,000 | 3.35% |
| RHS Financial, LLC | 16,148 | $2,459,000 | 2.11% |
| Beacon Capital Management, Inc. | 295,435 | $44,995,000 | 1.96% |
| Paragon Advisors, LLC | 19,470 | $2,971,000 | 1.60% |
| TrueWealth Advisors, LLC | 12,204 | $1,758,000 | 1.51% |
| Almanack Investment Partners, LLC. | 69,881 | $10,643,000 | 1.22% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5,039 | $767,000 | 1.15% |
| Newport Capital Group, LLC | 8,120 | $1,237,000 | 1.07% |