ALTFEST L J & CO INC - VANGUARD WORLD FD ownership

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
ALTFEST L J & CO INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$4,865
+146.3%
55,871
+156.1%
0.73%
+136.6%
Q1 2023$1,975
-75.6%
21,818
-77.7%
0.31%
-77.0%
Q4 2022$8,110
-99.9%
97,916
+10.2%
1.34%
-15.9%
Q2 2022$8,899,00088,8721.60%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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