Accel Wealth Management - 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
Accel Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$816,154
-35.9%
11,654
-20.2%
0.46%
-35.0%
Q2 2023$1,272,271
+1081.0%
14,612
+1127.9%
0.70%
+1490.9%
Q1 2023$107,727
+256.5%
1,190
+226.0%
0.04%
+214.3%
Q4 2022$30,219
+77.8%
365
+81.6%
0.01%
+55.6%
Q3 2022$17,000
-15.0%
2010.0%0.01%
-18.2%
Q2 2022$20,000
-16.7%
201
+0.5%
0.01%
-8.3%
Q1 2022$24,000
-14.3%
2000.0%0.01%
-14.3%
Q4 2021$28,000
+3.7%
2000.0%0.01%
-17.6%
Q3 2021$27,0000.0%2000.0%0.02%
-5.6%
Q2 2021$27,000
+8.0%
2000.0%0.02%
-10.0%
Q1 2021$25,000
-82.1%
200
-78.2%
0.02%
-84.6%
Q4 2020$140,0009170.13%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders