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

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 223 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.8%.

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 Q1 2021
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