Cassaday & Co Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 123 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,408,514
-20.0%
20,113
-0.6%
0.06%
-15.7%
Q2 2023$1,761,688
-3.8%
20,2330.0%0.07%
-10.3%
Q1 2023$1,831,896
+87.4%
20,233
+71.5%
0.08%
+73.3%
Q4 2022$977,39411,8000.04%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
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