SOL Capital Management CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 205 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
SOL Capital Management CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$8,622
-13.6%
85,026
-11.6%
1.34%
-11.6%
Q2 2023$9,978
-99.9%
96,161
+0.6%
1.51%
-4.4%
Q1 2023$9,653,067
-0.3%
95,556
+1.5%
1.58%
-7.7%
Q4 2022$9,686,516
+18.3%
94,181
+3.4%
1.71%
+0.6%
Q3 2022$8,191,000
-6.3%
91,101
+0.2%
1.70%
-3.8%
Q2 2022$8,746,000
-11.8%
90,931
-1.5%
1.77%
-1.1%
Q1 2022$9,912,000
+0.5%
92,357
+0.0%
1.79%
+0.4%
Q4 2021$9,863,000
+9.5%
92,333
+0.3%
1.78%
-0.5%
Q3 2021$9,009,000
-3.8%
92,069
-2.1%
1.79%
-3.4%
Q2 2021$9,368,000
+1.7%
94,038
-2.8%
1.86%
-4.6%
Q1 2021$9,212,000
+8.6%
96,768
-1.0%
1.94%
-1.7%
Q4 2020$8,485,000
+14.3%
97,729
+0.9%
1.98%
-3.2%
Q3 2020$7,426,000
+2.0%
96,813
-2.6%
2.04%
-0.9%
Q2 2020$7,279,000
+3.2%
99,412
-6.9%
2.06%
-11.6%
Q1 2020$7,052,000
-21.1%
106,831
+4.2%
2.33%
+3.4%
Q4 2019$8,942,000
+8.8%
102,569
+1.6%
2.26%
+0.5%
Q3 2019$8,219,000
+4.5%
100,919
+3.3%
2.24%
+5.0%
Q2 2019$7,864,000
+2.9%
97,688
-0.2%
2.14%
+0.5%
Q1 2019$7,641,000
+17.8%
97,923
+7.9%
2.13%
+2.6%
Q4 2018$6,486,000
-11.0%
90,755
-0.3%
2.07%
+5.4%
Q3 2018$7,289,000
+6.8%
91,065
-0.7%
1.97%
+1.1%
Q2 2018$6,826,000
-0.7%
91,740
-1.2%
1.95%
-1.4%
Q1 2018$6,874,000
+2.7%
92,820
+6.0%
1.97%
+3.2%
Q4 2017$6,696,000
+11.5%
87,570
+4.7%
1.91%
+12.9%
Q3 2017$6,007,000
+3.5%
83,670
-0.0%
1.70%
+6.2%
Q2 2017$5,806,000
+5.0%
83,710
+3.8%
1.60%
+1.7%
Q1 2017$5,527,000
+14.2%
80,650
+11.8%
1.57%
+7.8%
Q4 2016$4,841,000
+15.3%
72,150
+7.7%
1.46%
+3.5%
Q3 2016$4,199,000
+7.5%
67,000
+5.6%
1.41%
+8.2%
Q2 2016$3,905,000
+12.0%
63,430
+8.3%
1.30%
+9.9%
Q1 2016$3,486,000
+3.7%
58,550
+2.8%
1.18%
-0.8%
Q4 2015$3,362,000
+19.8%
56,950
+12.1%
1.19%
+10.2%
Q3 2015$2,806,000
+38.3%
50,795
+49.9%
1.08%
+46.0%
Q2 2015$2,029,000
+22.1%
33,885
+21.9%
0.74%
+21.4%
Q1 2015$1,662,000
+5.7%
27,800
+7.3%
0.61%
+0.2%
Q4 2014$1,572,000
-5.0%
25,900
-8.2%
0.61%
-10.9%
Q3 2014$1,654,000
-1.1%
28,200
-1.7%
0.68%
+2.4%
Q2 2014$1,673,000
+4.5%
28,700
+0.7%
0.67%
+7.0%
Q1 2014$1,601,000
+14.1%
28,500
+11.8%
0.62%
+16.2%
Q4 2013$1,403,000
+2.2%
25,500
-6.6%
0.54%
-5.4%
Q3 2013$1,373,000
-7.4%
27,300
-9.8%
0.57%
-5.6%
Q2 2013$1,483,00030,2500.60%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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