Newport Capital Group, LLC - 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
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 2021
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