PRIVATE TRUST CO NA - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$21,294
-2.3%
2100.0%0.00%0.0%
Q2 2023$21,790
-15.4%
210
-17.6%
0.00%
-25.0%
Q1 2023$25,760
+24201.9%
255
-75.3%
0.00%
-75.0%
Q4 2022$106
-99.9%
1,034
+6.8%
0.02%
+14.3%
Q3 2022$87,000
-6.5%
9680.0%0.01%0.0%
Q2 2022$93,0009680.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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