LPL Financial LLC - 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
LPL Financial LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$74,801,621
+15.7%
737,689
+18.4%
0.05%
+13.0%
Q2 2023$64,646,641
+8.2%
623,040
+5.4%
0.05%0.0%
Q1 2023$59,734,981
-1.6%
591,318
+0.2%
0.05%
-11.5%
Q4 2022$60,689,593
+33.7%
590,079
+16.9%
0.05%
+18.2%
Q3 2022$45,383,000
-1.6%
504,763
+5.3%
0.04%0.0%
Q2 2022$46,105,000
+7.7%
479,361
+20.2%
0.04%
+18.9%
Q1 2022$42,790,000
+23.0%
398,713
+22.4%
0.04%
+27.6%
Q4 2021$34,793,000
+20.4%
325,716
+10.3%
0.03%
+7.4%
Q3 2021$28,897,000
+3.3%
295,317
+5.2%
0.03%
-3.6%
Q2 2021$27,976,000
+14.6%
280,826
+9.5%
0.03%0.0%
Q1 2021$24,414,000
+11.3%
256,449
+1.5%
0.03%0.0%
Q4 2020$21,941,000
+14.7%
252,723
+1.3%
0.03%
-6.7%
Q3 2020$19,128,000
-6.6%
249,390
-10.9%
0.03%
-16.7%
Q2 2020$20,490,000
+2.1%
279,848
-7.9%
0.04%
-16.3%
Q1 2020$20,059,000
-45.0%
303,882
-27.3%
0.04%
-34.8%
Q4 2019$36,443,000
+13.4%
418,025
+5.9%
0.07%
+1.5%
Q3 2019$32,136,000
+0.9%
394,601
-0.2%
0.06%
-4.4%
Q2 2019$31,834,000
+6.4%
395,455
+3.1%
0.07%0.0%
Q1 2019$29,924,000
+12.9%
383,492
+3.4%
0.07%
-4.2%
Q4 2018$26,514,000
+0.3%
370,976
+12.3%
0.07%
+12.7%
Q3 2018$26,433,000
+12.3%
330,251
+4.4%
0.06%
+1.6%
Q2 2018$23,532,000
+1.6%
316,254
+1.1%
0.06%
-3.1%
Q1 2018$23,170,000
+3.0%
312,849
+6.3%
0.06%
-5.9%
Q4 2017$22,496,000
+11.3%
294,225
+4.5%
0.07%
-4.2%
Q3 2017$20,217,000
+16.0%
281,616
+12.1%
0.07%
+7.6%
Q2 2017$17,432,000
+7.3%
251,321
+5.8%
0.07%
-40.5%
Q1 2017$16,249,000
+26.1%
237,451
+24.5%
0.11%
+13.3%
Q4 2016$12,885,000
+31.6%
190,661
+21.0%
0.10%
+5.4%
Q3 2016$9,791,000
+21.3%
157,509
+20.0%
0.09%
+36.8%
Q2 2016$8,070,000
-37.2%
131,257
-39.7%
0.07%
+88.9%
Q1 2016$12,842,000
+8.3%
217,551
+7.3%
0.04%
+9.1%
Q4 2015$11,859,000
+168.2%
202,710
+162.1%
0.03%
+37.5%
Q3 2015$4,422,000
-9.5%
77,354
-5.0%
0.02%
-4.0%
Q2 2015$4,885,000
+8.6%
81,464
+7.8%
0.02%
+8.7%
Q1 2015$4,498,000
-18.9%
75,565
-17.3%
0.02%
-23.3%
Q4 2014$5,547,000
+33.8%
91,405
+27.8%
0.03%
+20.0%
Q3 2014$4,147,000
+12.6%
71,543
+13.2%
0.02%
+19.0%
Q2 2014$3,682,000
+8.5%
63,178
+4.6%
0.02%0.0%
Q1 2014$3,394,000
-2.8%
60,408
-4.8%
0.02%
-4.5%
Q4 2013$3,491,000
+16.5%
63,469
+8.7%
0.02%
+10.0%
Q3 2013$2,997,000
+13.9%
58,393
+8.8%
0.02%
+5.3%
Q2 2013$2,632,00053,6740.02%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 218,718$22,177,98420.56%
Black Diamond Financial, LLC 550,253$55,795,65417.17%
Greytown Advisors Inc. 274,813$27,866,10015.42%
BHK Investment Advisors, LLC 234,073$23,735,00810.92%
Bernardo Wealth Planning LLC 230,800$23,403,0829.25%
Marmo Financial Group, LLC 82,721$8,387,9557.96%
BSW Wealth Partners 300,359$30,456,3376.78%
Von Berge Wealth Management Group, LLC 75,559$7,661,3456.54%
MEANS INVESTMENT CO., INC. 322,479$32,699,3685.35%
PETREDIS INVESTMENT ADVISORS LLC 359,853$36,489,1595.17%
View complete list of VANGUARD WORLD FD shareholders