Accel Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 110 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.42 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 Q3 2022
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