MORGAN STANLEY - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 127 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$26,489,432
-31.5%
378,258
-14.9%
0.00%
-25.0%
Q2 2023$38,682,201
-5.6%
444,265
-1.8%
0.00%0.0%
Q1 2023$40,962,455
+40.2%
452,423
+28.2%
0.00%
+33.3%
Q4 2022$29,224,453
+29.9%
352,824
+36.0%
0.00%0.0%
Q3 2022$22,490,000
+2.2%
259,368
+18.0%
0.00%0.0%
Q2 2022$22,002,000
-4.6%
219,733
+16.0%
0.00%0.0%
Q1 2022$23,059,000
+106.8%
189,444
+137.9%
0.00%
+200.0%
Q4 2021$11,148,000
+2.9%
79,631
-0.4%
0.00%0.0%
Q3 2021$10,835,000
+76.5%
79,947
+76.3%
0.00%0.0%
Q2 2021$6,139,000
+0.2%
45,357
-7.1%
0.00%0.0%
Q1 2021$6,126,000
-69.3%
48,809
-62.7%
0.00%
-66.7%
Q4 2020$19,926,000
-57.1%
130,834
-53.4%
0.00%
-66.7%
Q3 2020$46,477,000
+31.8%
280,725
+32.2%
0.01%
+12.5%
Q2 2020$35,256,000
+125.5%
212,344
+127.7%
0.01%
+100.0%
Q1 2020$15,637,000
-48.2%
93,271
-59.8%
0.00%
-42.9%
Q4 2019$30,184,000
-8.5%
232,215
-0.5%
0.01%
-22.2%
Q3 2019$32,986,000
+43.7%
233,447
+29.2%
0.01%
+50.0%
Q2 2019$22,957,000
+119.7%
180,752
+106.2%
0.01%
+100.0%
Q1 2019$10,448,000
+21.3%
87,671
+15.5%
0.00%0.0%
Q4 2018$8,611,000
+15.7%
75,903
+10.7%
0.00%
+50.0%
Q3 2018$7,440,000
-16.3%
68,566
-11.5%
0.00%0.0%
Q2 2018$8,884,000
+10.0%
77,446
+9.9%
0.00%0.0%
Q1 2018$8,075,000
+14.3%
70,462
+20.7%
0.00%0.0%
Q4 2017$7,063,000
-29.7%
58,380
-32.1%
0.00%
-33.3%
Q3 2017$10,045,000
+17.9%
86,038
+18.6%
0.00%0.0%
Q2 2017$8,520,000
-31.4%
72,545
-35.1%
0.00%
+50.0%
Q1 2017$12,426,000
-58.9%
111,784
-59.5%
0.00%
-60.0%
Q4 2016$30,228,000
+140.4%
276,244
+199.8%
0.01%
+25.0%
Q3 2016$12,576,000
-19.6%
92,153
-18.6%
0.00%
-33.3%
Q2 2016$15,640,000
+25.9%
113,235
+15.6%
0.01%
+20.0%
Q1 2016$12,418,000
+56.4%
97,944
+39.6%
0.01%
+66.7%
Q4 2015$7,942,000
-10.3%
70,153
-6.1%
0.00%0.0%
Q3 2015$8,855,000
+41.2%
74,734
+31.0%
0.00%
+50.0%
Q2 2015$6,273,000
-36.4%
57,039
-25.0%
0.00%
-50.0%
Q1 2015$9,869,000
-1.9%
76,024
-6.3%
0.00%0.0%
Q4 2014$10,056,000
+34.0%
81,142
+18.4%
0.00%
+33.3%
Q3 2014$7,502,000
+169.1%
68,542
+157.6%
0.00%
+200.0%
Q2 2014$2,788,000
-5.9%
26,608
-11.2%
0.00%0.0%
Q1 2014$2,962,000
+54.4%
29,968
+38.6%
0.00%0.0%
Q4 2013$1,919,000
+59.1%
21,617
+70.9%
0.00%0.0%
Q3 2013$1,206,000
+0.2%
12,649
+6.2%
0.00%0.0%
Q2 2013$1,204,00011,9060.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders