Newport Capital Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 120 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Newport Capital Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$206,008
-19.2%
2,366
-23.1%
0.10%
-59.4%
Q4 2022$254,868
-55.7%
3,077
-50.0%
0.25%
-14.8%
Q3 2022$575,000
+86.7%
6,154
+100.0%
0.30%
-6.3%
Q2 2022$308,000
-17.9%
3,0770.0%0.32%
+13.2%
Q1 2022$375,000
-13.0%
3,0770.0%0.28%
-11.9%
Q4 2021$431,000
-26.6%
3,077
-29.0%
0.32%
-29.6%
Q3 2021$587,000
+41.1%
4,331
+40.8%
0.45%
+37.7%
Q2 2021$416,000
+7.8%
3,0770.0%0.33%
+2.2%
Q1 2021$386,000
-68.8%
3,077
-62.1%
0.32%
-69.8%
Q4 2020$1,237,0008,1201.07%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
North Ridge Wealth Advisors, Inc. 79,304$7,180,1497.18%
Bridge Advisory, LLC 111,802$10,122,5133.91%
Fermata Advisors, LLC 55,571$5,031,3473.04%
Forefront Analytics, LLC 59,596$5,395,6792.78%
Marshall Financial Group LLC 69,673$6,308,1932.26%
Johnson & White Wealth Management, LLC 26,920$2,4372.17%
Alpha Square Group S LLC 44,000$3,983,7602.13%
DFPG INVESTMENTS, LLC 168,717$15,275,6041.64%
Fortis Group Advisors, LLC 58,038$5,223,9981.58%
SINECERA CAPITAL, LLC 15,858$1,435,8011.54%
View complete list of VANGUARD WORLD FD shareholders