EDV — VANGUARD WORLD FD

Ownership history in Fluent Financial, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Fluent Financial, LLC reported a position in VANGUARD WORLD FD (EDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
15.16% (2024 Q3)
Avg. % of fund
9.83%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 529,815 +84,870 +19.1% 13.13% $34.4M $65.01
2025 Q3 REDUCED 444,945 -44,821 -9.2% 11.92% $30.5M $66.82
2024 Q4 ADDED 489,766 +94,429 +23.9% 14.68% $33.2M $64.59
2024 Q3 ADDED 395,337 +111,934 +39.5% 15.16% $31.5M $74.34
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EDV price (monthly, adj. close)

Other funds also holding EDV

As of 2025 Q4 — sorted by position size

Diesslin Group, Inc. 9.49% CLEAR INVESTMENT RESEARCH, LLC 3Y 7Y 9.01% Cadence Wealth Management LLC 3Y 6.66% Valtinson Bruner Financial Planning LLC 3Y 7Y 5.98% North Ridge Wealth Advisors, Inc. 5.73% MIDLAND WEALTH ADVISORS, LLC 4.78% Sankala Group LLC 3.01% PW ADVISORS, LLC \ FL 2.69% SURIENCE PRIVATE WEALTH LLC 3Y 2.26% Beacon Capital Management, Inc. 3Y 7Y 1.77%
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