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 | $6,793,800 | +2.7% | 67,000 | +5.1% | 0.07% | +5.7% |
Q2 2023 | $6,612,729 | +4.2% | 63,731 | +1.5% | 0.07% | -1.4% |
Q1 2023 | $6,344,460 | -2.2% | 62,804 | -0.4% | 0.07% | -6.6% |
Q4 2022 | $6,484,281 | +17.4% | 63,046 | +2.6% | 0.08% | +5.6% |
Q3 2022 | $5,524,000 | -4.3% | 61,442 | +2.3% | 0.07% | -1.4% |
Q2 2022 | $5,775,000 | -8.0% | 60,042 | +2.7% | 0.07% | +7.4% |
Q1 2022 | $6,274,000 | +0.2% | 58,461 | -0.3% | 0.07% | +1.5% |
Q4 2021 | $6,264,000 | +14.9% | 58,639 | +5.2% | 0.07% | +6.3% |
Q3 2021 | $5,452,000 | +2.5% | 55,723 | +4.4% | 0.06% | +1.6% |
Q2 2021 | $5,320,000 | +5.6% | 53,400 | +0.9% | 0.06% | -3.1% |
Q1 2021 | $5,038,000 | +17.7% | 52,924 | +7.3% | 0.06% | -1.5% |
Q4 2020 | $4,280,000 | +27.5% | 49,302 | +12.6% | 0.06% | +12.1% |
Q3 2020 | $3,358,000 | +5.1% | 43,784 | +0.3% | 0.06% | -3.3% |
Q2 2020 | $3,195,000 | +11.1% | 43,641 | +0.1% | 0.06% | +7.1% |
Q1 2020 | $2,877,000 | -20.3% | 43,581 | +5.3% | 0.06% | -3.4% |
Q4 2019 | $3,608,000 | +7.3% | 41,389 | +0.2% | 0.06% | -3.3% |
Q3 2019 | $3,363,000 | +0.2% | 41,295 | -1.0% | 0.06% | -4.8% |
Q2 2019 | $3,357,000 | +2.9% | 41,699 | -0.3% | 0.06% | +12.5% |
Q1 2019 | $3,262,000 | +13.1% | 41,806 | +3.6% | 0.06% | 0.0% |
Q4 2018 | $2,884,000 | -11.7% | 40,347 | -1.1% | 0.06% | -3.4% |
Q3 2018 | $3,266,000 | +11.3% | 40,802 | +3.4% | 0.06% | 0.0% |
Q2 2018 | $2,935,000 | +0.9% | 39,447 | +0.5% | 0.06% | -3.3% |
Q1 2018 | $2,908,000 | -3.2% | 39,265 | -0.1% | 0.06% | -4.8% |
Q4 2017 | $3,004,000 | +6.8% | 39,295 | +0.2% | 0.06% | +14.5% |
Q3 2017 | $2,814,000 | +6.1% | 39,207 | +2.5% | 0.06% | -8.3% |
Q2 2017 | $2,653,000 | +7.6% | 38,257 | +6.3% | 0.06% | 0.0% |
Q1 2017 | $2,466,000 | +3.3% | 35,997 | +1.1% | 0.06% | +11.1% |
Q4 2016 | $2,387,000 | +7.6% | 35,589 | +0.5% | 0.05% | -1.8% |
Q3 2016 | $2,219,000 | +2.7% | 35,409 | +0.9% | 0.06% | -14.1% |
Q2 2016 | $2,161,000 | +9.3% | 35,105 | +5.7% | 0.06% | +3.2% |
Q1 2016 | $1,978,000 | +3.2% | 33,224 | +2.3% | 0.06% | 0.0% |
Q4 2015 | $1,917,000 | +16.7% | 32,479 | +9.2% | 0.06% | +6.9% |
Q3 2015 | $1,643,000 | +16.4% | 29,748 | +26.1% | 0.06% | +26.1% |
Q2 2015 | $1,412,000 | +73.9% | 23,597 | +73.7% | 0.05% | +70.4% |
Q1 2015 | $812,000 | +28.9% | 13,587 | +30.9% | 0.03% | +28.6% |
Q4 2014 | $630,000 | +28.8% | 10,382 | +24.4% | 0.02% | +23.5% |
Q3 2014 | $489,000 | +11.9% | 8,344 | +11.0% | 0.02% | +13.3% |
Q2 2014 | $437,000 | +11.2% | 7,514 | +7.3% | 0.02% | +7.1% |
Q1 2014 | $393,000 | -17.3% | 7,002 | -19.0% | 0.01% | -22.2% |
Q4 2013 | $475,000 | +7.2% | 8,644 | -1.9% | 0.02% | -10.0% |
Q3 2013 | $443,000 | +77.9% | 8,814 | +73.0% | 0.02% | +66.7% |
Q2 2013 | $249,000 | – | 5,094 | – | 0.01% | – |
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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% |