VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $761 | +22.2% | 7,500 | +25.0% | 0.00% | 0.0% |
| Q2 2023 | $623 | +208.4% | 6,000 | +200.0% | 0.00% | – |
| Q1 2023 | $202 | -49.6% | 2,000 | -48.7% | 0.00% | -100.0% |
| Q4 2022 | $401 | -99.9% | 3,900 | -30.4% | 0.00% | 0.0% |
| Q1 2022 | $601,000 | -53.5% | 5,600 | -53.7% | 0.00% | -50.0% |
| Q4 2021 | $1,293,000 | +135.9% | 12,100 | +116.1% | 0.00% | +100.0% |
| Q3 2021 | $548,000 | +71.8% | 5,600 | +75.0% | 0.00% | – |
| Q2 2021 | $319,000 | -3.3% | 3,200 | -15.8% | 0.00% | – |
| Q4 2020 | $330,000 | -43.5% | 3,800 | -43.3% | 0.00% | – |
| Q4 2019 | $584,000 | +77.0% | 6,700 | +63.4% | 0.00% | – |
| Q2 2019 | $330,000 | +62.6% | 4,100 | +57.7% | 0.00% | – |
| Q1 2019 | $203,000 | -41.0% | 2,600 | -39.5% | 0.00% | – |
| Q3 2018 | $344,000 | +45.1% | 4,300 | +38.8% | 0.00% | – |
| Q4 2017 | $237,000 | – | 3,099 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 184,012 | $14,114,000 | 11.61% |
| Filbrandt Wealth Management, LLC | 159,157 | $12,207,000 | 9.55% |
| Black Diamond Financial, LLC | 217,854 | $16,709,000 | 9.37% |
| BHK Investment Advisors, LLC | 210,241 | $16,126,000 | 9.08% |
| Biltmore Capital Advisors LLC | 300,658 | $23,061,000 | 6.72% |
| Capital Advantage, Inc. | 183,995 | $14,398,000 | 4.74% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,814 | $7,579,000 | 4.47% |
| LINCOLN NATIONAL CORP | 1,908,549 | $146,385,000 | 4.35% |
| PLANNING DIRECTIONS INC | 56,737 | $4,352,000 | 3.83% |
| ASSETMARK, INC | 6,077,293 | $466,128,000 | 3.01% |