PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD WORLD FD ownership

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
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,116,347
-2.2%
60,319
+0.1%
0.58%0.0%
Q2 2023$6,253,823
+1.8%
60,272
-0.9%
0.58%
-2.2%
Q1 2023$6,144,036
-1.8%
60,8200.0%0.59%
-6.8%
Q4 2022$6,255,337
+13.0%
60,820
-1.3%
0.64%
+4.3%
Q3 2022$5,538,000
-7.7%
61,595
-1.3%
0.61%
-6.2%
Q2 2022$6,000,000
-12.0%
62,386
-1.8%
0.65%
+0.8%
Q1 2022$6,815,000
-0.1%
63,502
-0.6%
0.64%
-3.4%
Q4 2021$6,822,000
+8.4%
63,868
-0.7%
0.67%
+2.5%
Q3 2021$6,295,000
-1.8%
64,3290.0%0.65%
-1.2%
Q2 2021$6,408,000
+3.4%
64,329
-1.2%
0.66%
-13.4%
Q1 2021$6,198,000
+3.2%
65,109
-5.9%
0.76%
-7.1%
Q4 2020$6,006,000
+14.2%
69,177
+0.9%
0.82%
-0.4%
Q3 2020$5,257,000
+5.5%
68,536
+0.7%
0.82%
+1.0%
Q2 2020$4,981,000
+19.0%
68,030
+2.7%
0.82%
-1.8%
Q1 2020$4,184,000
-29.5%
66,233
-2.7%
0.83%
-14.7%
Q4 2019$5,935,000
+5.0%
68,077
-2.0%
0.97%
-2.1%
Q3 2019$5,655,000
+0.4%
69,4370.0%0.99%
-3.6%
Q2 2019$5,631,000
+2.3%
69,437
-0.4%
1.03%
-1.7%
Q1 2019$5,503,000
+6.2%
69,745
-3.8%
1.05%
-5.3%
Q4 2018$5,184,000
-11.3%
72,536
-0.1%
1.11%
-7.8%
Q3 2018$5,842,000
+7.8%
72,576
-0.1%
1.20%
+5.1%
Q2 2018$5,418,000
+1.8%
72,619
-0.1%
1.14%
-0.8%
Q1 2018$5,323,000
-7.9%
72,718
-2.1%
1.15%
-5.3%
Q4 2017$5,778,000
+6.6%
74,272
-1.6%
1.22%
+2.6%
Q3 2017$5,419,000
+1.7%
75,487
-0.3%
1.19%
-2.5%
Q2 2017$5,328,000
+4.1%
75,736
-0.2%
1.22%
-1.9%
Q1 2017$5,120,000
-0.3%
75,893
-0.1%
1.24%
-3.4%
Q4 2016$5,134,000
+10.1%
75,985
+1.0%
1.28%
+3.6%
Q3 2016$4,664,000
-2.0%
75,231
-0.0%
1.24%
-2.7%
Q2 2016$4,761,000
+1.6%
75,251
-3.8%
1.28%
-1.9%
Q1 2016$4,685,000
+10.2%
78,248
+1.0%
1.30%
+1.2%
Q4 2015$4,251,000
-4.3%
77,458
-0.6%
1.28%
-0.8%
Q3 2015$4,442,000
-7.9%
77,892
-1.0%
1.30%
-2.9%
Q2 2015$4,824,000
-1.9%
78,665
-2.6%
1.33%
-0.9%
Q1 2015$4,915,000
+0.2%
80,740
-1.7%
1.34%
-4.3%
Q4 2014$4,903,000
+3.2%
82,114
-1.7%
1.40%
-2.2%
Q3 2014$4,752,000
-4.9%
83,553
-2.1%
1.44%
-3.7%
Q2 2014$4,995,000
+2.9%
85,306
-1.2%
1.49%
-2.2%
Q1 2014$4,852,000
+2.2%
86,316
-0.7%
1.52%
-3.2%
Q4 2013$4,748,000
+22.2%
86,948
+13.0%
1.58%
+14.5%
Q3 2013$3,886,000
-5.1%
76,932
-3.7%
1.38%
-7.7%
Q2 2013$4,096,00079,8521.49%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders