VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,698 | -11.2% | 4,070 | -9.2% | 0.04% | -8.2% |
| Q2 2023 | $464,845 | +2.7% | 4,480 | 0.0% | 0.05% | +2.1% |
| Q1 2023 | $452,570 | -1.8% | 4,480 | 0.0% | 0.05% | -11.1% |
| Q4 2022 | $460,768 | -3.0% | 4,480 | -15.2% | 0.05% | -11.5% |
| Q3 2022 | $475,000 | -6.5% | 5,283 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $508,000 | -10.4% | 5,283 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $567,000 | +0.5% | 5,283 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $564,000 | +9.1% | 5,283 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $517,000 | – | 5,283 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 275,937 | $20,616,000 | 9.62% |
| RELIANCE TRUST CO | 5,849 | $435,000 | 9.55% |
| BHK Investment Advisors, LLC | 128,875 | $9,590,000 | 6.67% |
| LINCOLN NATIONAL CORP | 1,413,884 | $105,207,000 | 3.85% |
| WealthShield Partners, LLC | 82,955 | $6,211,000 | 3.79% |
| PLANNING DIRECTIONS INC | 46,837 | $3,485,000 | 3.37% |
| Capital Advantage, Inc. | 180,973 | $13,466,000 | 3.17% |
| Blue Edge Capital, LLC | 59,825 | $7,117,439,000 | 2.85% |
| Avior Wealth Management, LLC | 128,571 | $9,567,000 | 2.16% |
| Pinion Investment Advisors, LLC | 14,522 | $1,081,000 | 2.09% |