VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 166 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,097,692 | +4.8% | 83,064 | +9.3% | 1.40% | +6.8% |
Q1 2024 | $5,819,688 | -6.6% | 75,975 | -1.2% | 1.31% | -11.8% |
Q4 2023 | $6,230,762 | +24.4% | 76,895 | +7.5% | 1.49% | +5.3% |
Q3 2023 | $5,010,540 | +4.0% | 71,544 | +29.3% | 1.41% | -67.6% |
Q2 2023 | $4,819,736 | -4.2% | 55,346 | -0.4% | 4.36% | +43.5% |
Q1 2023 | $5,031,347 | -29.0% | 55,571 | -35.0% | 3.04% | +44.7% |
Q4 2022 | $7,085,179 | -15.6% | 85,538 | -11.6% | 2.10% | -23.1% |
Q3 2022 | $8,395,000 | -4.7% | 96,817 | +10.0% | 2.73% | -11.1% |
Q2 2022 | $8,811,000 | +37.8% | 87,992 | +67.5% | 3.07% | +28.2% |
Q1 2022 | $6,395,000 | – | 52,538 | – | 2.40% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bridge Advisory, LLC | 89,883 | $8,972,000 | 4.32% |
Forefront Analytics, LLC | 75,753 | $7,590,000 | 3.68% |
Danda Trouve Investment Management, Inc. | 21,421 | $2,145,000 | 3.30% |
Briaud Financial Planning, Inc | 50,277 | $5,034,000 | 3.30% |
Fermata Advisors, LLC | 87,992 | $8,811,000 | 3.07% |
Ballew Advisors, Inc | 22,553 | $2,263,000 | 2.06% |
ALTFEST L J & CO INC | 88,872 | $8,899,000 | 1.60% |
Clear Creek Financial Management, LLC | 47,691 | $4,775,000 | 1.00% |
TrueWealth Advisors, LLC | 14,429 | $1,445,000 | 0.67% |
BCWM, LLC | 15,693 | $1,571,000 | 0.54% |