EDV VANGUARD WORLD FD

Ownership history in Hamilton Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Hamilton Wealth, 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
5.1% (2023 Q4)
Avg. % of fund
3.37%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,730 -199,697 -96.7% 0.11% $456K $66.82
2024 Q3 ADDED 206,427 +3,877 +1.9% 4.02% $16.4M $74.34
2024 Q2 ADDED 202,550 +36,630 +22.1% 4.00% $14.9M $67.77
2024 Q1 REDUCED 165,920 -34,108 -17.1% 3.97% $12.7M $70.00
2023 Q4 ADDED 200,028 +80,188 +66.9% 5.10% $16.2M $74.05
2023 Q3 INITIATED 119,840 3.01% $8.4M
% of Fund (quarterly)    EDV price (monthly, adj. close)
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