J.W. COLE ADVISORS, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,862,299
-19.0%
28,228
-17.1%
0.21%
-16.3%
Q2 2023$3,532,108
-22.8%
34,041
-24.9%
0.25%
-22.7%
Q1 2023$4,576,475
+52.6%
45,303
+55.4%
0.33%
+41.1%
Q4 2022$2,998,220
+74.3%
29,151
+52.4%
0.23%
+60.4%
Q3 2022$1,720,000
+129.6%
19,129
+145.7%
0.14%
+140.0%
Q2 2022$749,000
-3.6%
7,785
+7.5%
0.06%
+15.4%
Q1 2022$777,000
+74.2%
7,241
+73.5%
0.05%
+79.3%
Q4 2021$446,000
-10.4%
4,173
-16.5%
0.03%
-25.6%
Q2 2021$498,000
+3.8%
4,995
-1.0%
0.04%
-15.2%
Q1 2021$480,000
+9.8%
5,047
+0.3%
0.05%
+2.2%
Q4 2020$437,000
-13.5%
5,034
-23.6%
0.04%
+15.4%
Q3 2020$505,0006,5880.04%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders