VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 140 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,873,427 | -45.6% | 69,591 | -32.4% | 0.07% | -44.3% |
Q2 2023 | $8,960,837 | +38.7% | 102,915 | +44.2% | 0.12% | +27.1% |
Q1 2023 | $6,462,645 | +65.5% | 71,379 | +51.4% | 0.10% | +52.4% |
Q4 2022 | $3,905,448 | -3.6% | 47,150 | +0.9% | 0.06% | -10.0% |
Q3 2022 | $4,051,094 | +808.3% | 46,719 | +948.0% | 0.07% | +775.0% |
Q2 2022 | $446,000 | -68.6% | 4,458 | -61.7% | 0.01% | -66.7% |
Q1 2022 | $1,419,000 | – | 11,654 | – | 0.02% | – |
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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% |