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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,591 | -14.8% | 14,289 | +9.7% | 0.00% | -50.0% |
| Q2 2023 | $1,134,413 | -2.7% | 13,029 | +0.8% | 0.00% | -33.3% |
| Q1 2023 | $1,166,160 | +91.5% | 12,924 | +75.5% | 0.00% | +50.0% |
| Q4 2022 | $608,918 | +40.0% | 7,363 | +46.9% | 0.00% | 0.0% |
| Q3 2022 | $435,000 | +4.1% | 5,012 | +19.7% | 0.00% | 0.0% |
| Q2 2022 | $418,000 | -19.0% | 4,187 | -1.2% | 0.00% | 0.0% |
| Q1 2022 | $516,000 | – | 4,239 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 44,682 | $6,805,000 | 6.00% |
| Summit Rock Advisors, LP | 97,773 | $14,891,000 | 5.19% |
| Forefront Analytics, LLC | 50,653 | $7,706,000 | 3.35% |
| RHS Financial, LLC | 16,148 | $2,459,000 | 2.11% |
| Beacon Capital Management, Inc. | 295,435 | $44,995,000 | 1.96% |
| Paragon Advisors, LLC | 19,470 | $2,971,000 | 1.60% |
| TrueWealth Advisors, LLC | 12,204 | $1,758,000 | 1.51% |
| Almanack Investment Partners, LLC. | 69,881 | $10,643,000 | 1.22% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5,039 | $767,000 | 1.15% |
| Newport Capital Group, LLC | 8,120 | $1,237,000 | 1.07% |