Marshall Financial Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 182 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 1.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Marshall Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$6,972,468
+3.3%
94,980
+7.8%
1.95%
+0.5%
Q1 2024$6,748,267
+9.1%
88,097
+15.4%
1.94%
-2.7%
Q4 2023$6,184,392
+30.3%
76,322
+12.6%
1.99%
+16.5%
Q3 2023$4,747,630
-19.5%
67,794
+0.1%
1.71%
-14.9%
Q2 2023$5,898,296
-6.5%
67,742
-2.8%
2.01%
-11.1%
Q1 2023$6,308,193
+42.2%
69,673
+30.1%
2.26%
+31.3%
Q4 2022$4,437,037
+1606.6%
53,568
+3034.5%
1.72%
+913.5%
Q4 2020$260,0001,7090.17%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Fluent Financial, LLC 283,403$20,804,60210.50%
H&H Retirement Design & Management INC 162,096$11,889,7427.34%
Alpha Square Group S LLC 52,000$3,817,3207.06%
Owen LaRue, LLC 139,650$10,251,6786.34%
North Ridge Wealth Advisors, Inc. 109,898$8,067,6116.13%
Hamilton Wealth, LLC 202,550$14,869,1764.00%
Oxbow Advisors, LLC 356,714$26,186,3753.07%
Forefront Analytics, LLC 83,721$6,146,1312.94%
Andina Capital Management, LLC 47,437$3,482,3662.62%
Conrad Siegel Investment Advisors, Inc. 97,927$7,188,7882.09%
View complete list of VANGUARD WORLD FD shareholders