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 ↓
Q3 Asset Management 225,000$24,945,00011.49%
Ferguson Shapiro LLC 132,239$16,096,0007.89%
Briaud Financial Planning, Inc 50,763$6,178,0003.55%
Forefront Analytics, LLC 77,093$9,382,0003.48%
Danda Trouve Investment Management, Inc. 21,144$2,574,0003.22%
Bridge Advisory, LLC 51,394$6,256,0002.73%
Fermata Advisors, LLC 52,538$6,395,0002.40%
Ballew Advisors, Inc 21,671$2,395,0001.83%
Hilltop Holdings Inc. 68,909$8,388,0000.94%
Clear Creek Financial Management, LLC 49,413$6,015,0000.94%
View complete list of VANGUARD WORLD FD shareholders