Ballentine Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 68 filers reported holding VANGUARD WORLD FD in Q4 2014. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,084,980
-2.3%
10,7000.0%0.03%
+4.0%
Q2 2023$1,110,232
+2.7%
10,7000.0%0.02%
-7.4%
Q1 2023$1,080,914
-1.8%
10,7000.0%0.03%
-18.2%
Q4 2022$1,100,495
+14.4%
10,7000.0%0.03%0.0%
Q3 2022$962,000
-6.5%
10,7000.0%0.03%
-8.3%
Q2 2022$1,029,000
-10.4%
10,7000.0%0.04%0.0%
Q1 2022$1,148,000
+0.4%
10,7000.0%0.04%
+5.9%
Q4 2021$1,143,000
+9.2%
10,7000.0%0.03%
-2.9%
Q3 2021$1,047,000
-1.8%
10,7000.0%0.04%
-5.4%
Q2 2021$1,066,000
+4.6%
10,7000.0%0.04%
-2.6%
Q1 2021$1,019,000
+9.7%
10,7000.0%0.04%
+2.7%
Q4 2020$929,000
+13.2%
10,7000.0%0.04%
+2.8%
Q3 2020$821,000
+4.9%
10,7000.0%0.04%
-2.7%
Q2 2020$783,000
+10.9%
10,7000.0%0.04%
-9.8%
Q1 2020$706,000
-24.3%
10,7000.0%0.04%
-2.4%
Q4 2019$933,000
+7.1%
10,7000.0%0.04%
+2.4%
Q3 2019$871,000
+1.2%
10,7000.0%0.04%0.0%
Q2 2019$861,000
+3.1%
10,7000.0%0.04%
-4.7%
Q1 2019$835,000
+9.2%
10,7000.0%0.04%
-2.3%
Q4 2018$765,000
-10.6%
10,7000.0%0.04%
-2.2%
Q3 2018$856,000
+7.5%
10,7000.0%0.04%
+2.3%
Q2 2018$796,000
+0.5%
10,7000.0%0.04%
-2.2%
Q1 2018$792,000
-3.2%
10,7000.0%0.04%0.0%
Q4 2017$818,000
+6.5%
10,7000.0%0.04%
+7.1%
Q3 2017$768,000
+2.0%
10,7000.0%0.04%
-23.6%
Q2 2017$753,000
+2.7%
10,7000.0%0.06%
+5.8%
Q1 2017$733,000
+2.1%
10,7000.0%0.05%
-5.5%
Q4 2016$718,000
+7.0%
10,7000.0%0.06%
+1.9%
Q3 2016$671,000
+1.8%
10,7000.0%0.05%
-3.6%
Q2 2016$659,000
+3.5%
10,7000.0%0.06%0.0%
Q1 2016$637,000
+0.8%
10,7000.0%0.06%
-9.7%
Q4 2015$632,000
+6.9%
10,7000.0%0.06%0.0%
Q3 2015$591,000
-7.8%
10,7000.0%0.06%0.0%
Q2 2015$641,000
+0.2%
10,7000.0%0.06%
-1.6%
Q1 2015$640,000
-1.4%
10,7000.0%0.06%
-16.0%
Q4 2014$649,000
+3.3%
10,7000.0%0.08%
+1.4%
Q3 2014$628,000
+19.6%
10,700
+18.9%
0.07%
+19.4%
Q2 2014$525,000
+28.0%
9,000
+23.3%
0.06%
+29.2%
Q1 2014$410,000
+2.0%
7,3000.0%0.05%
+6.7%
Q4 2013$402,000
+2.8%
7,300
-6.0%
0.04%
-6.2%
Q3 2013$391,000
+2.6%
7,7700.0%0.05%
-5.9%
Q2 2013$381,0007,7700.05%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2014
NameSharesValueWeighting ↓
Zeit Capital LLC 230,066$20,685,00021.48%
Black Diamond Financial, LLC 469,241$42,241,00017.02%
Greytown Advisors Inc. 229,467$20,787,00012.56%
Bernardo Wealth Planning LLC 207,781$19,961,00011.30%
BHK Investment Advisors, LLC 234,466$21,081,00010.59%
PFG Private Wealth Management, LLC 150,627$13,543,0008.90%
MFA WEALTH ADVISORS, LLC 246,360$22,150,0008.20%
Select Asset Management & Trust 76,232$6,854,0008.17%
WNY Asset Management, LLC 190,668$17,129,0006.22%
Von Berge Wealth Management Group, LLC 54,995$5,015,0005.33%
View complete list of VANGUARD WORLD FD shareholders