MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 296 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,721,757
-2.3%
16,9800.0%0.04%0.0%
Q2 2023$1,761,823
+39.8%
16,980
+36.1%
0.04%
+30.0%
Q1 2023$1,260,500
+14.4%
12,478
+18.5%
0.03%0.0%
Q4 2022$1,101,593
+14.9%
10,526
-1.3%
0.03%
-18.9%
Q3 2022$959,000
-0.3%
10,666
+6.6%
0.04%
+12.1%
Q2 2022$962,00010,0020.03%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders