Trek Financial, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 109 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$6,453,454
+1753.3%
74,118
+1827.1%
0.57%
+1678.1%
Q1 2023$348,217
-64.9%
3,846
-52.8%
0.03%
-62.8%
Q1 2022$991,000
-5.0%
8,143
+29.3%
0.09%
-45.9%
Q3 2020$1,043,000
+128.2%
6,299
+95.0%
0.16%
+144.6%
Q3 2019$457,0003,2310.06%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
BTS Asset Management, Inc. 6,724$1,113,00012.97%
Ferguson Shapiro LLC 81,375$13,472,0009.23%
Tidal Investments LLC 332,698$55,081,0007.36%
Fortis Advisors, LLC 43,636$7,224,0006.74%
Deane Retirement Strategies, Inc. 107,098$17,734,0006.02%
Forefront Analytics, LLC 59,554$9,858,0004.60%
Beacon Capital Management, Inc. 522,204$86,456,0004.14%
FLAGSHIP HARBOR ADVISORS, LLC 152,787$25,295,0003.42%
RHS Financial, LLC 15,193$2,515,0002.53%
Ballew Advisors, Inc 13,705$2,196,0001.86%
View complete list of VANGUARD WORLD FD shareholders