Trek Financial, LLC - VANGUARD WORLD FD ownership

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
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 Q3 2023
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