AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$21,088,921
-2.7%
207,978
-0.5%
0.24%
-4.8%
Q2 2023$21,684,601
+4.8%
208,988
+2.1%
0.25%
-2.0%
Q1 2023$20,687,509
+36.6%
204,786
+39.1%
0.25%
+25.2%
Q4 2022$15,145,406
+8.4%
147,257
-5.3%
0.20%
-6.0%
Q3 2022$13,974,000
-5.6%
155,425
+1.0%
0.22%
-3.6%
Q2 2022$14,804,000
-2.3%
153,915
+9.1%
0.22%
+7.2%
Q1 2022$15,152,000
+1579.8%
141,126
+1098.4%
0.21%
+1385.7%
Q3 2020$902,00011,7760.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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